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.
In the "Dentist name or Practice Title" field, enter the doctor's name or name of the practice.
In the "Address" field, enter the address, city, state, zip code, and phone number for the practice.
"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.
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.
In the "Default Provider" field, select the provider that will be the default provider for new patients.
In the "Default Billing Type" field, select the billing type that new patients will be assigned to. Typically, this would be "Standard Account."
In "Default Proc Place Service," highlight the desired place of service. Typically, this would be "Office."
In "Default Insurance Billing Dentist," make the desired selection.
There are several ways to access the "Edit Patient Information" Window: While in the Family Module, by double-clicking the Patient Information grid. While in the Chart Module, by double-clicking the Patient Info grid. When adding a new patient by ...
Using Required Fields, you can prompt staff to complete certain fields on the Edit Patient Information and Add Family windows. You can also set conditions that require fields to be completed. To manage which fields are required, choose "Setup" from ...
Benefit Information Benefit Information is found in the lower right of an Insurance Plan . The figures are used to calculate procedure and insurance remaining estimates. The details in the section apply to all subscribers of that particular insurance ...
Every insurance plan has one subscriber and can be attached to multiple patients, but a plan is never shared between subscribers. There is no limit to the number of plans a family can have. If a patient changes their coverage, the old plan is not ...
During your initial setup, you'll need to add the names and information of all providers. You may also need to adjust or edit the information later. Once a provider has been entered they can never be deleted. However, if they are no longer affiliated ...