Setting practice defaults

When you enter patient information or perform certain tasks, having to choose a provider or an operatory can be redundant. To save time, you can set a default provider, operatory, billing type, or billing statement for each workstation. You can change practice defaults at any time.

Note: Practice defaults are workstation specific, so you must repeat this process at each workstation in your office.

To set practice defaults

1.   From the Maintenance menu in the Office Manager, point to Practice Setup, and then click Practice Defaults.

The Practice Defaults dialog box appears.

2.   Set the practice defaults:

·        Default Provider – The primary provider assigned to each new head of household.

·        Default Operatory – The default operatory for each new appointment.

·        Default Billing Type – The billing type given to each new head of household.

·        Default Billing Statement – The form used to print billing statements.

·        Default Insurance Claim Providers – Billing Provider

·        Provider of Procedures – The treating provider. Only primary providers appear on the claim.

·        Patient's Prov1 – The patient’s primary provider selected in the Family File.

·        Specific Provider – Click the Search button and select the appropriate provider.

·        Name to use for Provider – To print a different name on claims. Type the name in the field.

3.   To save your changes, click OK.

Note: Click the Preferences button to change advanced system settings.