In Dentrix, each individual who provides billable treatment to patients is considered a provider. Providers appear alphabetically according to their IDs, and usually only these IDs are displayed and/or printed. Before setting up providers, consider the following information:
· You must assign each provider a unique, four-character, alphanumeric ID. You can use initials or other codes, such as DOC1, DDS1, HYG1, and so forth.
· You cannot change a provider ID once you set it up.
· You cannot delete providers once you create them; however, you can inactivate them.
· You can filter information according to a range of providers in certain reports. Alphabetize your providers so that you can use these ranges effectively for these reports.
You can also set up and/or schedule a selected provider.
To add a provider
1. From the Maintenance menu in the Office Manager, point to Practice Setup, and then click Practice Resource Setup.
The Practice Resource Setup dialog box appears.
2. Under Provider(s), click Add New Provider button.
The Provider Information dialog box appears.
3. As appropriate, do the following:
· Name - Type the provider's last and first names and middle initial.
· ID - Type a unique, four-character, alphanumeric ID, such as DDS1 or HYG1. Once you create a provider ID, you cannot edit it.
· Title - Type the provider's professional title, such as DDS, DMD., or RDH.
· Specialty - Select the provider's specialty from the list.
· Address - Type the provider's business address (Street, City, Province, and Postal Code).
· Phone - Type the provider's business telephone number and extension.
· Assigned Operatories - Select the operatories that the provider uses most often.
· Class - Select Primary for providers, such as dentists, or Secondary for providers, such as hygienists.
· Insurance Claim Options - Select Print Provider's Signature to avoid signing every printed insurance claim, then select "Signature On File" or Provider's Name.
· Fee Schedule - Click the search button to select a fee schedule different from your practice's usual fee schedule.
· SIN - Type the provider's Social Insurance Number.
· Unique# - Type the provider's Unique Identification Number (UIN).
· ULI# - Type the provider's Unique Lifetime Identifier number.
· ID1 -
· ID2 -
· ID3 -
· PBC Billing # - Type the provider's Pacific Blue Cross billing number.
· Other Billing # - Type the provider's other billing number.
· CDA Provider# - Type the provider's Canadian Dental Association provider number.
· CDA Office# - Type the provider's Canadian Dental Association office number.
· ID5 -
· Other ID# - Type the provider's other insurance ID.
· Registration # - Type the provider's registration number.
4. Click OK.