Add an Office

1. From the Setup menu, select Offices.

   The Office Setup window displays.

2. Click Add Office.

   The Office Billing Information (Step 1 of 10) window displays. This is the first of ten windows that take you through the process of adding an office.

   

3. Complete the information on each of the ten windows as appropriate. The two buttons in the lower-middle part of the window allow you to advance forward or move backward through the windows.

   For information on each of these windows, refer to the following topics:

   • Office Billing Information (Add an Office – Step 1 of 10)
   • Office Settings (Add an Office – Step 2 of 10)
   • Monthly Statement Messages (Add an Office – Step 3 of 10)
   • Operatories (Add an Office – Step 4 of 10)
   • Office Schedule (Add an Office – Step 5 of 10)
   • Holidays (Add an Office – Step 6 of 10)
   • Procedure List (Add an Office – Step 7 of 10)
   • Security Groups, Letters and Progress Notes Macros (Add an Office – Step 8 of 10)
   • Preferences Settings (Add an Office – Step 9 of 10)
   • Patient Messaging Reminders
   • Patient Referral (Add an Office – Step 10 of 10)
4. Click Save.