In the Main Menu, click Setup, Preferences.

Preferences are sorted by category on the left. Click a category to view more Preferences.

Preferences that need additional explanation have details listed to the right. More complicated Preferences may include an Examples or Details button to view information.


Each category is organized by module, then topic.

Appointment - General

Appointment - Appearance

Family - General

Family - Insurance

Account - General

Account - Adjustments

Account - Insurance

Account - Payments

Account - Recurring and Repeating Charges

Treat Plan - General

Treat Plan - Frequency Limitations

Chart - General

Chart - Procedures

Imaging - General

Manage - General

Manage - Billing Statements