Office Setup

The office is the highest level of organization within a practice setup in QSIDental Web. A practice may have multiple offices associated with its enterprise. Each office retains its own name, hours, and preferences, but shares access to patient records.

Information about a specific office is organized into tabs in the Office Setup window:

• Info: Office name, contact, billing and tax information
• SetUp: Financial settings and preferences (finance charges, statement messages)
• Operatories: Number and type of operatories
• Schedule: Opening, closing and lunch times
• Holidays: Set holiday closings or hour changes
• Procedures: Procedure codes used by the office
• Preferences: Various preferences for charting, treatment planning and reports
• Users: User list for the office
• Patient Messaging Reminders: Settings related to patient messaging
• Patient Referral: Patient Referral preferences

The Office Setup window displays the information for the currently selected office on the right side of the window. Additionally, an office can be edited, added or deleted as the needs of the practice change.