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 your practice resources, complete the following steps. Click the links below to learn more about managing your practice resources:

·        Configuring your practice information

·        Configuring your operatory information

·        Deleting operatories

·        Adding providers

·        Editing provider information

·        Inactivating a provider

·        Setting up office staff

·        Inactivating office staff

To set up your practice resources

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.   Configure your practice information.

3.   Configure your operatory information.

4.   Add providers.

5.   Set up your staff.

6.   To save your changes, click Close.