After you start the program, enter your practice information, and define any necessary settings, you are ready to enter data into the software.
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Provider information:This includes the personal information, identification number, specialty, and vacation schedule for each provider in your practice (dentists, assistants, and hygienists).
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Transaction codes and fee schedules:Basic ADA procedures are included with the software. Enter any other codes your office uses and assign fee schedule amounts for each procedure. If a procedure requires a tooth/surface/quadrant, include that information when you enter the code.
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Insurance plan and company data for the major plans in your area:Enter insurance company information, including address, default employer, and contact person. After you enter each insurance company, enter information for each insurance plan.
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All active accounts and patients with a current balance:An active account includes patients you have seen in the last two years. For your insured patients, assign an insurance plan and the patient to account guarantor relationship.