Description
This quick guide provides a list of all necesary guides for the final setup checklist.
Steps
The following topics are covered in this quick guide:
- Section 1 - User Access
- Section 2 - Verify Provider Claim Information
- Section 3 - Administration
- Section 4 - Scheduler
- Section 5 - Insurance
- Section 6 - Third Party Integrations
- Section 7 - Note and Form Templates
Steps
Section 1 - User Access
| Tasks to Complete | Community Resources | Videos |
| Assign Staff Log-ins and Passwords | Adding a User in the User Directory Module | |
| Set Staff Working Hours | Updating a User's Working Hours, Hours of Access, and Time Off | |
| Assign Roles and Permissions to Each User | Roles and Permissions Overview |
Section 2 - Verify Provider Claim Information
| Tasks to Complete | Community Resources | Videos |
| Verify provider user profiles are complete and correct | Updating a Dentist Profile for Sending Claims |
Section 3 - Administration
| Tasks to Complete | Community Resources | Videos |
| Upload the Practice/Clinic Logos and Photos | Practice Settings Overview and Clinic Settings Overview | |
| Enable PPO Support | Enabling PPO Support | |
| Create Appointment and Recare Tags | Adding an Appointment Tag or Recare Type | |
| Set up Charting Shortcuts | Creating Charting Shortcuts |
Section 4 - Scheduler
| Tasks to Complete | Community Resources | Videos |
| Set up Schedule Layouts to the Default Layout | Layout Manager Overview | |
| Tag all Recare Appointments - Ongoing | Scheduling a Recare Appointment |
Section 5 - Insurance
| Tasks to Complete | Community Resources | Videos |
| Update Insurance Plans Coverage - Ongoing | Entering Insurance Coverage Details (US) or Editing Insurance Coverage Details (CA) |
Section 6 - Third Party Integration (as applicable)
| Tasks to Complete | Community Resources | Videos |
| Setup Global Payments | Global Payments | |
| Set Up Open Orange Add-on Services | Understanding Open Orange | |
| Set Up Curve Capture | Installing Curve Capture and Setting Up a Bridge (Microsoft Windows) or Installing Curve Capture (Mac) | |
| Set up Vyne Fast Attach | ||
| Set up Care Credit | Editing Third-Party Partner Settings | |
| Set up Imaging Bridge | Curve Bridge Setup | |
| Set up Mango Voice | Configuring and Setting up Mango Voice in Curve Hero | |
| Set up Bola AI | Understanding the Bola AI Integration | |
| Set up Pearl | Using Pearl's Second Opinion Platform |
Section 7 - Note and Form Templates
| Tasks to Complete | Community Resources | Videos |
| Create Note Templates | Links for Articles and Videos for Creating Specific Note Templates | |
| Create Form Templates | Creating an Online Form |
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
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