Utilities > Using Maintenance Menu Utilities

Running the Change Doctor Utility

Run this utility to assign a doctor to accounts or patients that do not have a doctor or to associate a new doctor to patient and account records. You can also run this utility to assign or replace hygienists in patient records.

To change an assigned doctor or hygienist:

1. Instruct all users to exit the software.

2. Select Start > All Programs > SoftDent Software > SoftDent Utilities. The SoftDent Login window is displayed.

3. Type your user name and password and click OK. The SoftDent Utilities window is displayed.

4. Select Maintenance > Change Dr. The Set/Replace Patient/Account Dr ID window is displayed.

5. Select the appropriate option from the Pick an option to run this utility drop-down list. The DR ID to be replaced field is only enabled if you select a Replace option. If you select any of the Set All options, the selected provider is populated in the Set New Account Dr To field in the Practice window, and the selected doctor will be the default for all new accounts.

6. Type the identification number associated with the replacing doctor in the New Doctor ID field.

7. Type the identification number associated with the doctor to be replaced in the DR ID to be replaced field.

8. Click OK. A message asks you to confirm the identification number replacement.

9. Click Yes. A message informs you the process is complete.

10. Click OK.

11. Restart the software.