Go through each of these sections to make sure you know and understand how to add and/or edit the items in Administration.
This checklist includes the topics covered in Administration Setup 1 and Administration Setup 2. All of these items should be entered into your live database.
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
- Preferred provider
Patient Management
- Medical Alerts -
- 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
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
- Add new Appointment tags
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
- 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
Ask CurveAI
Curve Support
Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.
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.
Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.
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.
Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.