Practice Information Setup

Practice Information Setup



In the upper left of the Practice-Web screen, click on "Setup" to open a drop-down menu.


Click on "Practice." The following dialog will appear.


  1. In the "Dentist name or Practice Title" field, enter the doctor's name or name of the practice.
  2. In the "Address" field, enter the address, city, state, zip code, and phone number for the practice.
  3. "Billing Address" can be left blank if it matches the treatment address. If the practice wants the insurance checks to go to an address other than the main office address, place a checkmark in "Use on Claims," then enter the address, city, state, and zip code where you want insurance checks mailed.
  4. In the "Bank Deposit Acct Number" field, enter the bank account number for the deposits. This account number is used on the daily deposit slips.
  5. In the "Default Provider" field, select the provider that will be the default provider for new patients.
  6. In the "Default Billing Type" field, select the billing type that new patients will be assigned to. Typically, this would be "Standard Account."
  7. In "Default Proc Place Service," highlight the desired place of service. Typically, this would be "Office."
  8. In "Default Insurance Billing Dentist," make the desired selection.
  9. When finished, click on the "OK" button.

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