Practice Information Setup 

In the Main Menu, click Setup, Practice.

Dentist Name/Practice Title: The practice title can be the name of the dentist if there is only one dentist or the anme of the practice.

Bank Deposit Acct Number and Info: Enter the bank account that deposits will be made to. This account number will be used on daily Deposit Slips.

Default Provider: Select the default Provider for this practice. This provider will be assigned to new patients and also used to determine the standard fee schedule.

Default Billing Type: Select the default billing type for this practice. Billing types can be customized in Definitions.

Default Proc Place Service:  This option is only visible if Public Health is turned on in Show Features.  Select the default place of service to assign to Procedures (Misc tab).

Default Insurance Billing Dentist: Select which provider will automatically be set as the billing provider on Claims. This does not change the treating provider. You can also change the billing provider after the claim is created.

Practices that have multiple locations should use the Clinics feature and assign each patient to the appropriate clinic. Also make sure that the clinic field is correct in various places like Appointment, Procedure, and Claim. When claims are sent, they will automatically use the clinic address for the place of service, based on the clinic assigned to the claim. Then, use the Billing Address boxes above to ensure that the billing address will be different than the place of service address on each claim.