Setup Homework
The below list will go over all the submenu options in Setup. This will help customize the Denticon program for the specifics of the office(s). To prepare or review the Setup items, from Denticon go to:
Help Menu, Videos – Setup; Help Menu, On line library – Setup
For multi-office practices enter the 1st office completely first, including all the information in the Setup drop down prior to adding a second or third location. When you add the second, third, etc offices you will have the option to copy fields from the first completely set up office (avoiding re-keying).
The submenu options in Setup, this is where you will customize your Denticon program.
“Set Up” - Customize your Denticon program in this order:
Account Info – Confirm Account Name (corporate) and etc is accurate
Offices – Actual Office Name (dba); address, phone number, TIN, etc
- Second tab - Create statement messages (should you choose to use this option)
- Third tab -Name operatories with names or numbers (these names will appear on top of the columns in the scheduler and will sort alpha numerical from left to right)
- Enter office holidays (dates when scheduler should be closed)
- Last tab - Reduce “Procedures” – from “assigned” to “available”, for any procedures not routinely performed; select unused code (assigned category) and click arrow moving code to the left (available category). NEVER use the delete key.
Security
- Groups - prior to adding any add’l offices in Setup Offices, edit and customize your security groups;
- Users - (create user name for staff person), select the offices, select days of the week, hours of the day a particular user requires access;
- Settings (assign users to a security group) Denticon has provided four templates the guide you.
- Users Per Office, be sure all user are in START UP SCREEN defaults to patient search (not scheduler)
Procedure Codes
- Add or edit any Explosion Codes your practice routinely uses
- Add any “z” codes that may not already be available
Fee Schedules
- Confirm fee schedules are set up “by plan type” (PPO, HMO etc)
- Confirm your office UCR fees (office default) are complete and accurate
- Fee schedules are not valid alone; PPO FS must be attached to carriers. HMO FS must be attached to a plan, create the plan by FS name (i.e. CF-01) and attached the fee schedule.
Providers
- Enter each provider, add their credential info such as Lic# , NPI, DEA, Tax ID
- Assign the provider to the offices he/she will treat in
- Schedule – enter hours as to when this provider is available for patient care
- – enter any doctor days off and exceptions to each particular doctor schedule
- Assign Ops to providers
Insurance Plans
- Create Insurance Plans, enter carriers and employers as needed
Fee Schedules (attach fee Schedules to):
- Office Default –create an “office type” fee schedules then enter your UCR fees;
- Any PPO plan fee schedules need to be set up as a “PPO”
- Any HMO / Managed Care plans require being set up as a Managed Care/HMO type fee schedule;
- Attach PPO fee schedules to Carriers;
- Attach HMO fee schedules to a Plan;
- Providers (specialty doctors)
Scheduler views
- Create an “All Provider” or “All Ops” view;
Medical Setup – customize (edit)
- Medical alerts, Dental and Medical Questionnaires
Collection Agencies
- add any collection agency you use
Prescriptions
- edit, delete and/or add prescriptions
Labs
- Add one or more labs you routinely use
Payment Types
- Adjustment Types
Misc. Setup
- Patient Types
- Responsible party types
- Referral types
- Insurance Plan Reporting Subtypes
- Scheduler Production Types (for templating)
Electronic Claim Registration Setup
- Complete the DentalXchange registration form; fax to DentalXchange
Computer Set Up (system requirements)
Please review the “minimum system requirement” document. It is mandatory that any system running Denticon have the latest version of Adobe Reader and Internet Explorer (can be downloaded free in our Help icon), as well as confirm www.PDDS.com and www.Denticon.com are entered as trusted web sites, and that pop up blockers are turned off.
Internet Browser: a recent version of Microsoft Edge or Google Chrome
Desktop short cut: go to http://www.planetdds.com/Denticon_Home.aspx (right click to create a shortcut)
Practice / office logo: Provide account manager with a copy of the practice logo at