Account Info

The Account Info section of the Account Setup window.

These settings apply to all offices in the account.

Edit the preferences as needed by clicking the Edit button at the bottom of the window.

Descriptions of these fields are as follows:

• Account number and name: The number and name of the enterprise's account with QSIDental Web.
• Contact information: The following several fields contain basic contact details for the enterprise. This information could refer to the executive office, the billing office or some other location. Individual offices will have their own contact details.
• NPI #: The enterprise NPI number.
• TaxID #: The enterprise tax ID.
• Show booked production in scheduler: Set the preference for displaying the forecasted production within the scheduler.
• Treatment Plan Discounts: Discounts can be provided to patients on treatment plans. Set the maximum discount and assign the accounting code.
• Default Payment Code for Online Payments: Any payments done from Instamed will be posted against this code.
• Default Adjustment Code for Online Payments: This field is for future use. Adjustment codes for online payments have not yet been implemented.
• Max DSR value: For practices that use the Perio Sextant Windowing (PSR/DSR), this field sets the value, typically 0. If another number is entered, the standard window is updated accordingly.
• Enable Provider2 Approval on Chart Items: Set this flag to enable chart approval for clinical notes and documents.