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Final Setup Checklist (Non-Conversion)

Updated

Description

This library article outlines what data is required to ensure a Curve Hero database is correctly set up.

Steps

  1. Ensure that a username and password are assigned to each user account. For more information, refer to the quick guide: Adding a User in the User Directory Module.

    User Account Setup

  2. Add any additional tags and recare types. For more information, refer to the quick guide: Setting Up Recare and Appointment Tags for Maximizing Your Practice.

    Appointment Tags

  3. Set up Charting Shortcuts. For more information, refer to the quick guide: Setting Up Charting Shortcut Buttons to Maximize Your Practice.

    Charting Shortcuts

  4. Confirm that insurance plans contain the correct coverage details. Refer to the applicable guide:

    Insurance Coverage

  5. Set up all applicable third-party integrations, including:

  6. Create all applicable Note templates. For more information, refer to: Creating a QuickText Template.

    Note Templates

  7. Create all applicable Form templates. For more information, refer to: Creating an Online Form.

    Form Templates

  1. If claims submitted electronically remain in the status Scheduled to Send, contact the Customer Service Team at 888-910-4376, option 1, option 1.
  2. For additional assistance with any information included in this library article, please contact the Implementation Team at 888-910-4376, option 1, option 3.

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.