Each individual that provides billable treatment to patients is considered a provider in Dentrix Enterprise. Before setting up providers, consider the following:
Each provider must be assigned a unique ID that is up to 10 characters in length. You can use letters, numbers, underscores(_), and hyphens (-).
Providers cannot be deleted but can be inactivated.
Provider IDs are used throughout Dentrix Enterprise. Wherever a provider is displayed or printed, it is usually only the provider ID that is seen.
Note: Adding providers requires the "Clinic Resource Setup" security right. When you are adding a provider, specifying the log-in credentials (ID and password) that the provider will use to log in to Dentrix Enterprise requires the "Password Administration" security right.
To add a provider
In the Clinic Resource Setup dialog box, next to the Provider(s) list, click New.
The Provider Information dialog box appears.
Set up the following options:
Name - Enter the provider's Last name, First name, and MI (middle initial).
ID - Enter an ID for the provider. A provider must be assigned a unique ID that is four to 10 characters in length. You can use initials, letters, number, underscores(_), and hyphens (-).
Note: Provider IDs are used throughout Dentrix Enterprise. Wherever a provider is displayed or printed, it is usually only the provider ID that is seen.
Title - Enter the provider's title, such as DDS, DMD, or RDH.
Non-Person - If this provider is an entity, corporation, association, or so forth, select this option.
Specialty - Select the correct specialty for the provider. You can set up specialties in Practice Definitions.
Address - Enter the business address of the provider. This address will be used on all correspondences (to patients, referrals, insurance carriers, etc.).
Phone - Enter the business phone number and extension (if applicable) of the provider.
E-Mail - If this provider will use ePrescribe, an e-mail address is required.
Assigned Operatories - This feature is no longer used.
Provider ID Setup - To set up provider IDs, click Provider ID Setup button. On the message that appears and asks if you want to save and continue, click Yes.
Class - Select the class for the provider:
Primary - For primary care providers, such as dentists.
Secondary - For secondary care providers, such as hygienists. If Secondary is selected, you can link the secondary provider with a primary provider by clicking the Tie to Primary Provider search button 
and then selecting the appropriate primary provider (this button is available only if a certain global setting is enabled to require a selection). When a claim has multiple providers, Dentrix Enterprise first checks all the procedures on the claim to see if any of them have a primary provider attached. Then, if none do, Dentrix Enterprise, starting at the top of the procedure list, looks for the first instance of a procedure performed by a secondary provider, who has a specified tie-to provider and uses that tie-to provider as the rendering provider on the claim.
Print Provider's Signature Using - To avoid having to sign each printed insurance claim, select the checkbox, and then select the Signature on File or Provider's Name option.
Use Clinic TIN - To use the clinic TIN on insurance claims, select this checkbox.
Locum Tenens Treating Provider - To designate this provider as a locum tenens treating provider, select this checkbox. This designation may help you maintain a consistent claim acceptance rate with payers. This designation appears only on printed ADA 2024 claim forms if applicable.
Notes:
To use the 2024 claim format for a printed claim, the selected claim format for the patient's insurance plan must be "DX2024" (which you can add to the practice definitions to make it available for selection).
The Locum Tenens provider field does not apply to electronic claims. The ADA encourages you to continue submitting electronic claims except for those instances when documentation for Locum Tenens (in Box 53a on a paper claim) is needed.
Log On User ID - Enter the ID that this provider will use to access Dentrix Enterprise.
Electronic Rx User - To set up this user's ePrescribe access from the clinic you are currently logged on to, click this button. You must be logged on to Dentrix Enterprise as a user who has administrative access to ePrescribe to access this area of the ePrescribe setup.
Password - In the User Password box, enter the password that this provider will use to access Dentrix Enterprise. Re-enter the password in the Confirm Password box.
Note: The password must be seven to 11 characters in length and meet three of the following four requirements: have at least one uppercase letter, have at least one lowercase letter, have at least one number, and have at least one special character (for example, #, %, or &).
Fee Schedule - If this provider will use a different fee schedule from the default fee schedule, click the search button , and then select the correct fee schedule.
RVU Schedule - To associate an RVU schedule with this provider, click the search button , and then select the correct RVU schedule.
Clinic - Click the search button , and then select the clinic where the provider works.
Note: Changing a provider's clinic requires the "Clinic ID Change" security right.
TIN - To add or change the TIN the provider uses:
Click the TIN # search button . This button is unavailable if Use Clinic Tin is selected under Insurance Claim Options. If the clinic TIN is being used, the box displays "<CLINIC>."
The Tin Setup dialog box appears and lists all clinics that have been set up in Dentrix Enterprise.
To add or edit a clinic's Tax Identification number, double-click in that clinic's TIN box, enter the correct number, and then click the green check mark button (to reject a change, click the red X button) 
.
Note: To clear a clinic's Tax Identification number, select that clinic, and then click Clear. The TIN number is removed from the clinic; the clinic is not removed from the list.
Select a clinic with a Tax Identification number, and then click Close.
The TIN # box in the Provider Information dialog box now displays "<MULTIPLE>."
SS # - Enter this provider's Social Security Number. This number will appear on insurance claims.
State ID#, State, and State License Expiration - Enter this provider's state ID (which will appear on insurance claims), the state where he or she is licensed to practice dentistry, and the expiration date of that license. This information is required if the provider is going to use ePrescribe.
Additional IDs - Dentrix Enterprise provides several IDs that can be used with specialized insurance claims. Enter the appropriate number in the corresponding box: Medicaid #, DEA #, NPI, Blue Cross/Blue Shield ID # (you must select one or the other), Provider #, Office #, Other ID #, and UPIN# (the UPIN entered in this box is not linked to a specific insurance plan; to link the provider's UPIN to a specific insurance plan, click the Provider ID Setup button). Also, enter the provider's DEA License Expiration date, and select the medication classes the provider can prescribe next to DEA Schedule.
Notes:
The UPIN is used for submitting electronic claims.
The DEA license number, expiration date, and schedule are required if the provider is going to use ePrescribe.
Controlled substances cannot be sent electronically.
Click OK.