Set up Locations, Dentists, Policies, Tasks

Created by Ortho PMS, Modified on Sun, 6 Apr, 2025 at 12:30 PM by Ortho PMS

Location

  • Additional email addresses along with office email will be used for online referral and online scheduling communication
  • Timezone is required for scheduling and LiveOps

Dentists

  • Add dentists and dental office for patient referrals 


Insurance

Policy

  • Add policies in English and Spanish
  • Set up policies to show while signing contract or patient policy for their signature

Patient Status

  • Practice can use the status to track the patients

Task Status


Task Type


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