Practice resource setup

Before using the Office Manager, you need to set up several practice resources, such as your practice name and address, operatory IDs, providers’ information, and staff information.

To learn more about setting up and managing your practice resources, complete the steps following the links, and then click the links below:

Configuring your practice information

Configuring your operatory information

Deleting operatories

Adding providers

Editing provider information

Inactivating a provider

Adding insurance IDs

Editing insurance IDs

Deleting insurance IDs

Clearing insurance IDs

Copying insurance IDs

Setting up office staff

Inactivating office staff

Registering for ePrescribe

Activating ePrescribe

Setting up the ePrescribe administrator

Adding ePrescribe providers

Setting up CareCredit

To set up your practice resources

1.   In the Office Manager, click Maintenance, point to Practice Setup, and then click Practice Resource Setup.

The Practice Resource Setup dialog box appears.

2.   Configure your practice information.

3.   Configure your operatory information.

4.   Add providers.

5.   Set up your staff.

6.   To save your changes, close the Practice Resource Setup dialog box.