Administrator's Setup Workflow

• Related Articles

• Statement/Invoice Profiles Setup

  Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...

• Check In/Check Out Daily Workflow

  Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check In Process On the Calendar, select the Patient's Appointment or Search for the Patient's Appointment. Verify the Patient's Demographics. Select Modify Demographics ...

• Quick Start Guide

  Basic setup of the System There is initial setup that needs to be done before using your System. There are step-by-step instructions to guide you through the setup of each Library. Once you have added the basic Libraries, you will be ready for your ...

• Anesthesia Billing Setup

  Activate Anesthesia Billing A System Setting is used to activate Anesthesia functionality in the System. Admin > System Settings > General > ANESTHESIA > Y Anesthesia Time Units Set up the Anesthesia Time Units Admin > Anesthesia Time Units System ...

• Electronic Dental Claims Setup and Overview

  Before creating Dental Claims, some preliminary set up needs to be done. Ask Support or your Implementation Manager to activate the Internal Setting(s). Dental Setup Dental Payer On the Insurance in the Insurance Library, select Electronic/Dental for ...