Treatment Note Methodology: Select the type of treatment note template you wish to use when entering this information for a patient. S.O.A.P [Subjective, Objective, Assessment, Plan] or PARTS [Problem, Assessment, Rx, Treatment, Strategy]
Tooth Coding System: Select CityplaceADA or ANSII. CityADA refers to the “JP” National Tooth Designation System which is the primary system used in the country-regionplaceUS. ANSII refers to “JO” International Standards Organization System which is generally used for electronic transmission.
Run Instant Messenger: Set interoffice messaging system to open every time you open the program.
Automatically Create Account Number: Select this option to automatically general an account number when entering a new patient in to the program.
Default Fee Schedule: If applicable select a default fee schedule here by clicking on the look-up folder. This information will automatically populate in patient information when you add a new patient if selected here.
Default Sex: Select a default sex here if your practice is primarily male or female.
Default Zip Code: Select the most common zip code for the patients in your area.
PlaceNameplaceDefault PlaceTypeCity: Enter the most common city for your patients.
PlaceNameplaceDefault PlaceTypeState: Enter the most common state for patient in your practice.
Default Status: Select a default status, which will automatically complete the status field when entering a new patient.
Default Place of Treatment: You can select a default place of treatment here to which will automatically complete the place of treatment field when entering a new visit.
Default Treating Doctor: If applicable select the primary treating doctor here to automatically complete the Doctor field when entering a new patient.
Default Billing Doctor: If applicable select the primary billing doctor here to automatically complete the Doctor field when entering a new patient.
Default Referring Doctor: If most of your patients are coming from one referring doctor select that doctor here. Also, you have the option of supressing this information forward from the patient information screen to the visit by checking “Do not Populate Referring Doctor on Visit”; some doctors do not want to transmit this information electronically so this option is available.
Default Assistant: Select a default assistance here to automatically complete this information when entering a new patient.
Default Signature on File to Yes: If you generally accept assignment on claims select this option. This will not only default when entering a new patient but will then translate to their visits as well.
Default Release of Info Indicator to Yes: If you generally get patients to sign a release of information form you may want to select this default setting. This will not only default when entering a new patient but will then translate to their visits as well.
Default HIPAA Privacy Statement Received to Yes: If you generally have patients read and sign off on a HIPAA privacy statement for your practice, select this default option to automatically mark this as Yes when entering patient information.
Insurance Form Defaults
Default Form: Select the default form you wish to print your claims to placeCityADA or HCFA/CMS form when creating a new visit. You can change this information on the visit as well is desired.
Show Inflated Fees on Insurance Form: Select this option when you wish to submit the Allowed fees [generally inflated] to the insurance companies while still only reporting the Billed fees on the visit and on the patients account. NOTE: you must have the inflated fee entered in the Allowed Fee field for the Procedure Code(s) desired.
Skip Print Preview: The program brings up a print preview each time you print. If you wish to bypass the print preview, select the skip option here.
Do not print graphics on reports: Use this option to supress graphics on various reports. For example, by selecting this option the graphics for the Triple Receipt will not print thereby allowing you the option of using pre-printed receipts.