to access Master List data. These selections are optional. In addition, even if you select a default you still have the ability to change the default on the patient or visit screen as applicable. Defaults
Selection program defaults to streamline data entry. Use look-up folders to access Master List data. These selections are optional. In addition, even if you select a default you still have the ability to change the default on the patient or visit screen as applicable.
Administration > Defaults
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.
Default City: Enter the most common city for your patients.
Default State: 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 Doctor: If applicable select the primary treating doctor here to automatically complete the Doctor field when entering a new patient.
Default Hygienist: Available in Dental and Enterprise Editions only. Select a default hygienist here to default this information to the patient information screen when entering a new patient.
Default Assistant: Available in Orthodontic and Enterprise Editions only. Select a default assistance here to automatically complete this information when entering a new patient.
Default Form: Select the default form you wish to print your claims to ADA or HCFA when creating a new visit. You can change this information on the visit as well is desired.
Tooth Coding System: Select ADA or ANSII. ADA refers to the “JP” National Tooth Designation System which is the primary system used in the US. ANSII refers to “JO” International Standards Organization System which is generally used for electronic transmission.
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.
Show Inflated Fees on ADA2004 Form: Select this option when you wish to submit the Expected fees [generally inflated] to the insurance companies while still only reporting the Approved fees on the visit and on the patients account. NOTE: you must have the inflated fee entered in the Expected Fee field for the CDT code(s) desired.