Administration Setup Checklist (Conversion)

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Go through each of these sections to make sure you know and understand how to add and/or edit the items in Administration. Most of what you add/edit prior to going live in Curve Hero and Curve GRO will be transferred to your live database.

This checklist includes the topics covered in Administration Setup 1 and Administration Setup 2

Administration Setup 1

Practice Information 

• Practice color
• Practice logo
• Practice photo
• Practice name
• Practice address
•  Practice taxonomy number

Clinic Settings - set up each of these for every clinic in your database.

• Clinic name
• Clinic logo
• Clinic photo
• Bank details (as desired)
• Clinic address
• Clinic preferred provider
• Clinic hours and Appointment hours
• Clinic operatories
• Clinic closures (these will only be transferred to your live database if they have been communicated and approved by your project manager)
• Preferred provider

Patient Management

• Medical Alerts - (Please include the word "New" in front of each of the new alerts that your add if you want them to be transferred to your live database).
• Profile tags
• Referral sources
• Patient notifications

User Management

• Administrator role
• Working hours
• Dentist(s) DO NOT change the dentist information for the dentist your trainer set up with you unless you discuss it with your project manager. Your trainer helped you set this up correctly, and any changes may cause invalid and rejected claims.
• Provider color
• Dentist information 
• Roles
• Claims information
  • NPI
  • DEA
  • Tax ID
  • Taxonomy number
  • Dentist license
  • Render services
  • Billing as
  • Working hours
• Add additional users - (Please add the word "New" in front of each of the new users you add if you want them transferred to your live database).

Scheduler

• Scheduler configuration settings
  • Appointment text color and units
  • Cancelled appointment color
  • Operatory display
  • Appointment color - by Type or by Appointment
• Appointment statuses and confirmations

Recare and Appointment Tags

• Add new Recare tags (Please add the word "New" in front of each of the new Recare tags if you want them transferred to your your database).
• Add new Appointment tags (Please add the word "New" in front of each of the new Recare tags if you want them transferred to your your database).

Shortcut buttons

• Add Shortcut buttons

Note templates

• Review prior to going live

Curve Forms

• Review prior to going live

Routing Slips

• Review prior to going live (as applicable)

 

Administration Setup 2

Partners

• NEA (as applicable)
• Care Credit (as applicable)

PPO Support

Note Management

• Note tags

Color Management

• Custom colors

Patient Management

• Patient Profile Data Fields

Files and Letters

• Default folders

Roles and permissions

• Additional roles and permissions 

Schedule Setup

• Block Bookings
• Default Layouts
• Confirmation types

Billing Management

• Statement configuration
• Payment types
• Ledger locker
• Custom payers
• Adjustment types

Procedures

• Inactivate procedures 
• Add new procedures (Add the word "New" in front of any procedure you add if you want it transferred to your live database).
• Display name
• Length
• Units
• Material

Inventory Items

• Add/edit inventory items

Fee Guides

• Add/edit fee guide

Insurance Management

• Insurance question values
• Denti-Cal Configuration

Charting Management

• Default color settings

Treatment Plan Layouts

• Layout options
• Disclosures
• Payment options

Treatment Plan Settings

• General Settings - Accepted in Files and Letters

General

• Print configuration
  • Scheduler options 
  • Appointment options

Files and Letters module

• Letter templates

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