Description
This Quick Guide lists all the topics that were covered in the Administration Setup (Non-conversion) Session 2 training, along with links to other Community Quick Guides and training videos. This can also be used as a checklist to make sure the Practice Administrator understands and can perform all of the tasks that were covered in the training.
Contents
The following topics are included in this Guide:
1 - Practice Information
2 - Patient Management
3 - User Management
4 - Scheduling
5 - Billing Management
6 - Procedures
7 - Fee Guides
8 - Insurance Management
9 - Charting Management
10 - Treatment Plan
11 - General
12 - Letter Templates
Section 1 - Practice Information
Training Topics:
☐ Set up Care Credit (US offices)
☐ Set up NEA (US offices)
☐ Letters Configuration
☐ PPO Support - US offices
☐ Note Management
Resources:
Article: Editing Third-Party Partner Settings
Article: Headers and Footers in Letters
Video: PPO Support Setup Video
Section 2 - Patient Management
Training Topics:
☐ Patient Profile Data Fields
☐ Medical Alerts
☐ Files and Letters
Resources:
Article: Patient Profile Data Fields
Article: Creating a New Medical Alert
Video: Patient Data Fields Video
Section 3 - User Management
Training Topics:
☐ Understand Roles and Permissions
☐ Custom Role for Prescriptions
Resources:
Article: Understanding Default Role Permissions
Article: Updating Roles Assigned to a User
Video: Roles and Permissions Video
Section 4 - Scheduler
Training Topics:
☐ Appointment Statuses and Block Bookings
☐ Default Schedule Layouts
☐ Add Confirmation Types
Resources:
Article: Creating a Block Booking
Article: Understanding Default Layouts
Video: Customizing Schedule Layouts
Section 5 - Billing Management
Training Topics:
☐ Statement configuration
☐ Payment and Adjustment Types
☐ Custom Payers
Resources:
Article: Statement Configuration Defaults
Article: Utilizing the Ledger Locker
Section 6 - Procedures
Training Topics:
☐ Customizing and Adding procedures
☐ Inventory Items
☐ Quadrant display defaults
Resources:
Article: Editing a Procedure Code
Video: Customizing Procedure Codes Video
Section 7 - Fee Guides
Training Topics:
☐ Adding/Importing/Exporting Fee Guides
☐ Adjusting Fees and Transferring Fee Guides
Resources:
Article: Adding a Fee Guide
Video: Importing and Exporting Video
Section 8 - Insurance Management
Training Topics:
☐ Insurance Carrier Management
☐ Insurance Question Values
☐ Claim Configuration
Resources:
Article: Editing Carrier Information
Article: Payment Option Settings
Section 9 - Charting Management
Training Topics:
☐ Charting settings
Resources:
Article: Configure Charting Settings
Section 10 - Treatment Plan
Training Topics:
☐ Treatment Plan Layouts
☐ Insurance and Additional Disclosures
☐ Payment Options and Settings
Resources:
Article: Adding Layouts and Disclosures
Video: Creating Payment Options Video
Section 11 - General
Training Topics:
☐ Print configuration
Resources:
Article: Print Configuration Default Settings
Section 12 - Letter Templates
Training Topics:
☐ Introduction to Letter Composer
☐ Create Letter Template
Resources:
Article: Creating Letters in Files and Letters
Video: Letters and Letter Templates Video
Additional Helpful Links
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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.
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.