Configuring your practice information

Before using the Office Manager, you must enter your practice information, such as the title of your practice, your address, and a few other settings.

To configure your practice’s information

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.   To enter your practice's contact information, click the Edit icon in the top-right corner.

The Practice Information dialog box appears

3.   Type the practice's name, address, and phone and Fax numbers in the appropriate boxes.

Note: Dentrix adds initial caps in the Title and Address boxes and parentheses and hyphens in the Phone box automatically. If you use ePrescribe, you must supply a Fax number.

4.   Type your account number in the Bank Deposit Number field.

Note: Your account number will print on your deposit slips automatically.

5.   Type the number of the month that your fiscal year begins.

Note: The default is 1.

6.   Select one of the following options:

·        Use Practice Info on Statements – Prints your practice name and address on billing statements. This is the default.

·        Use Provider Info on Statements – Prints a patient's primary provider's name and address on billing statements.

7.   Click OK.