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.