Defaults
Select defaults to streamline data entry. Use look-up folders
to access Master List data from each category. These selections are optional. In addition, even if you select a default you still have the ability to change the default on the patient or visit screen as applicable.

Administration > Defaults
Default Fee Schedule: If applicable select a default fee schedule here by clicking on the look-up folder. This information will automatically populate in patient information when you add a new patient if selected here.
Default Sex: Select a default sex here if your practice is primarily male or female.
Default Zip Code: Select the most common zip code for the patients in your area.
Default City: Enter the most common city for your patients.
Default State: Enter the most common state for patient in your practice.
Default Status: Select a default status, which will automatically complete the status field when entering a new patient.
Default Place of Treatment: You can select a default place of treatment here to which will automatically complete the place of treatment field when entering a new visit for completion of block 32 on the CMS-1500.
Default Doctor: If applicable select the primary treating doctor here to automatically complete the Doctor field when entering a new patient.
Default Assistant: Select a default assistance here to automatically complete this information when entering a new patient.
Default Form: Select the default form you wish to print your claims to CMS or HCFA when creating a new visit.
NOTE: Some oral surgeons/dental practice still use the old HCFA-1500 and therefore this option remains available.
Default Signature on File to Yes: If you generally accept assignment on claims select this option. This will not only default when entering a new patient but will then translate to their visits as well.
Default Release of Info Indicator to Yes: If you generally get patients to sign a release of information form you may want to select this default setting. This will not only default when entering a new patient but will then translate to their visits as well.
Default HIPAA Privacy Statement Received to Yes: If you generally have patients read and sign off on a HIPAA privacy statement for your practice, select this default option to automatically mark this as Yes when entering patient information.