Provider Information Setup

Provider Information Setup



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 with the practice, they can be hidden. 

Provider Setup

In the upper left area of the Practice-Web Dental screen, click on "List." A drop-down menu will open.


Click on "Providers." The following dialog will open.


Click on the "Add" button. The following dialog will appear.



  1. Starting in the "Abbreviation" field (upper left) enter an abbreviation for the provider. There is a five-letter limit for the abbreviation. It can be a shortened version of the doctor's name or a generic abbreviation. For example Dr1 or Hyg2. These abbreviations may be changed at any time.
  2. In the "Last Name" field, enter the provider's last name.
  3. In the "First Name" field, enter the provider's first name.
  4. In the "MI" field, enter the provider's middle initial.
  5. In the "Suffix" field, enter DDS or DMD
  6. In the "Preferred Name" field, enter the name the provider wants displayed in patient-facing areas, such as the Patient Portal, if it's different from their legal name.
  7. In the "SSN or TIN" section, select either SSN or TIN, and then enter the provider's SSN or TIN number without dashes.
  8. In the "State License Number" field, enter the provider's state license number.
  9. In the "DEA Number" field, enter the provider's DEA number.
  10. In the "Medicaid ID" field, enter the provider's Medicaid ID, if applicable.
  11. In the "National Provider ID" field, enter the provider's National ID number.
  12. If the provider is a Hygienist, then place a checkmark in the "Secondary Provider" box. If not, then leave blank.
  13. In the "Fee Schedule" field, select a fee schedule that will be assigned to the provider.
  14. In the "Specialty" field, select the provider's specialty type.

Assigning a Color to a Provider

(This color will be used in the appointment scheduler.) 
  1. In the "Edit Provider" dialog, left-click on the "Appointment Color" box.
  2. Select a color for the provider from the color palette and click on the "OK" button within the color palette.
  3. Click on the "OK" button in the "Edit Provider" dialog.
  4. Repeat these steps for every provider in the office.

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