Required Fields

Required Fields

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 the main menu in Practice-Web. Then, select "Required Fields" from the dropdown menu. The Required Fields dialog will appear.


To add a required field, highlight the fields in the "Available Fields" column and use the arrow key to move them in the "Required Field" column.

To set conditions, highlight the Field Name under the Required Fields and click on "Add" under Conditions. The "Edit Required Field Condition" dialogue will appear.


Select the Condition Type and add Condition Value, then click "OK" to save the conditions.

When a staff enters patient information, required fields are indicated with an asterisk (*). A message will notify staff of incomplete required fields on OK click. Staff can return to the window to complete information or proceed without completing information. If required fields are ignored, an Audit Trail entry is logged.

    • Related Articles

    • Edit Patient Info

      ​ 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 ...
    • 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. In the "Dentist name or Practice Title" field, enter the doctor's name or name of the practice. In the ...
    • 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 ...
    • Insurance Plan

      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 ...
    • Patient Recall Setup

      In the Family Module, double-click on the recall grid at the upper right. The following dialog will open. Set Perio / Set Prophy The "Set Perio" button lets you quickly toggle a prophy patient to a patient or back again. If the patient is a perio ...