The first time you open DentiMax, you need to create your practice database.
Go to the File menu and click Open Practice.
Enter the practice name. Click OK.
It may take a minute or so for the program to proceed to the next screen. Please be patient.
The Program Preferences screen pops up. This is where you enter your practice information (which is included in reports and on claims) and set up basic schedule settings, such as the general hours the practice is open.
Practice Information tab
Enter the complete name of your practice. This is used to identify the data set and is included in reports and claims.
Enter the practice demographic information. This can also be used on claims if you choose.
The Bank Account information is included on deposit slips prepared by the program. Enter the number here and you don't have to do it each time you prepare a deposit slip.
Enter your area code number in the Default Area Code field and, in other places in the program, you only have to enter seven digits (without punctuation) for phone numbers using the same area code. This saves three keystrokes for every phone number entered into the system. In the case of a phone number that requires a different area code, simply enter all ten digits without punctuation.
There are two generally recognized tooth counting systems used throughout the world. In the Tooth System field, enter the code for the system used in your area. The default setting is JP, which is the designation for the system used in the United States.
Schedule Settings tab
In the Schedule Settings tab, enter the practice's usual operating hours. This defines the default times shown in the Scheduler. Appointments can set outside the general operating hours, but those spaces are not shown unless appointments are scheduled.
The Displayed Appointment Information section lets you designate what information to show in the Scheduler. You can choose up to six lines of information. For example, if the doctor wants to see the age of the patient, his or her insurance coverage, and the procedures which the patient is scheduled to receive, choose those items in this area, in the order in which you want them viewed. The length of the appointment determines how much information is actually shown in the Scheduler. Placing the cursor above the appointment pops up all the information you've asked to be shown.
If you enter information in the Notes field of the Appointment Entry screen, these notes pop up when your cursor is above an appointment instead of the chosen appointment information.
The Time Interval field is used to establish appointment intervals. Enter any number you choose, and the Scheduler displays those intervals.
Appointment colors can be very useful for quick identification.
Select a color and change the label to identify its use.
For example, suppose you want to use Maroon as a new patient color. In the first box, select Maroon. Then highlight the word "Maroon" in the second box and type New Patient. You can identify PPO patients, HMO patients, Discount patients, etc. You decide which colors to use and what they mean.
This is the color that shows up behind the patient's name in the Scheduler. Sarah Davis is a new patient.
Identify as many colors as you need for appointments.
Be sure to click Save Changes when you have finished your settings. These settings can be changed as often as needed.
Now, be sure your new practice is selected. The practice name appears in the title bar. The default practice is the sample database that comes with the program. If necessary, go to the File menu, click Open Practice, select the newly-created practice, and click OK.