Keeping practice details updated at an account level is indispensable for dental practices. It optimizes administrative procedures like scheduling, billing, and maintaining overall branding. By doing so, it minimizes confusion and potential errors stemming from outdated information.
Perform the steps below to update your practice details at an account level.
Navigate to the System Menu > select Practice Settings > Basic Information.
Click Edit to update information in the relevant sections.
Account Details
- Account ID: The unique identifier assigned to each account will remain non-editable.
- Account Name: Update how your account name appears.
- NPI: Update the practice-level NPI number, if required.
- Tax ID: Update the Tax ID number.
- Website: Include the website for your account at the practice level.
Note: If your websites are separate for each of your locations, this can be entered on the location level instead. - Address Lines 1 & 2: Enter the address for your account at the practice level.
- Zip, City, State: Enter the relevant Zip code, input the name of your city, and select the relevant State from the dropdown.
- Time Zone: Select the time zone that your practice operates in.
- Phone Numbers 1 & 2: Enter the phone number(s) for your account at the practice level with its Extension (EXT) if needed.
- Fax: Enter a fax number for your account at the practice level.
- Email: Enter an email address for your account at the practice level.
- Insurance Verification Flow: Select Direct Addition or Verification Required.
Note: This setting allows you to choose whether insurance plans should be directly added to the system, or if an additional step to verify the insurance information should be required first. |
Social Links
Enter the URL of the following Social Links:
Facebook/Twitter/Google/Yelp/Instagram/Reddit/Pinterest/Linkedin.
Practice Logo
Browse and upload a Logo for your account at the practice level.
Note: This is useful when you are using global branding for your forms and letters. |
- The image should be not greater than 300px (length) and 300px (height).
- Files should have the extension .jpeg .jpg or .png.
- File size should be between 1kb and 100kb.
Select the Save option.
A toast notification will appear on the top right as 'Account details updated successfully.'
Practices can refer to this guide whenever they need to update practice details at an account level.