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DEXIS Integrator (Server Only)
HL7/Immunizations (Can only be added from the Server)
Imaging Bridge
Perio Charting (DDS Only)
Restorative Charting (DDS Only)
Server Backup (Server Only)
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How can I access Preferences?
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Navigate to the MacPractice Menu. Below "Update MacPractice..." you'll see "Preferences" listed.
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What are Global and Local Preferences?
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Each Preference category will be listed here, with Global and Local Preferences listed.
Abilities
Ability Preferences allow the user to determine what Abilities are currently purchased on the license. There are options within the Abilities Preferences that will allow you to re-enter or re-fetch your MacPractice license.
Ability Preferences are Global.
Attachments
Local Preferences
Import Folder drop down
Switch To New Record on Import
Importing Options (Assign Status, Import Path, Enable Import Folder)
Beep when import is completed
Delay Between Pollings
Do not automatically associate imported files to patients
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Display Attachments Newer than _____ Days Old
Patient photo size
Patient attachment size
Claims
All Claims Preferences are Global Preferences.
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Paper Claim procedure order
eClaim procedure order
Self-Refer Medicare Part B Claims
Automatically close new claim if provider does not Accept Assignment
Show Cross Overs in eClaims
Display eClaim counts on tabs
Display procedure codes in eClaim table.
Allow up to 12 Diagnoses per Charge
Clinical
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Local Preferences
Summary View Widgets Order and Color. Located in the Clinical Tab > Gear Icon
These settings are MacPractice User-Specific
Zoom - Set when using the Clinical Tab
This is a Local setting, remembered per OS User
Clipboard
All Clipboard Preferences are Global.
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Unlock Pin
Clip Label
Hide Race and Ethnicity from Demographics intake
Coding
All Coding Preferences are Global.
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Problems: SNOMEDCT, ICD-9-CM, ICD-10-CM
Assessments: SNOMEDCT, ICD-9-CM, ICD-10-CM
Medications: RxNorm, FDB, NDC
Allergies: RxNorm, FDB
Allergy Reactions: SNOMEDCT
Immunizations: CVX
Goals: SNOMEDCT
Labs: LOINC
Family History: SNOMEDCT
See also: Code mapping for information on configuration.
Contract Billing
All Contract Billing Preferences are Global.
Global Preferences
Checklist Tab
Include Recurring Contract Charges in Production By Default
Charge Via Contract on New Chartings Under Incident With an Active Contract
Other Tab
Automatically Post Contract Charges X Days Before Due Date
Database Access
Database Access Preferences govern whether a computer with a client package of MacPractice can connect to the server. Follow the link for more details.
Database Access Preferences are Global.
Digital Rad. Bridges
All Digital Rad. Bridges Preferences are Local.
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Bridge Settings
Bridge Import Folder
Digital Radiography
All Digital Radiography Preferences are Local Preferences.
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General Tab
Check file type before importing files, in auto import folders
Display Full Screen Views On ____
Auto Import Folder
Default Layout
Default Preset
Colors Tab
Visit Layout
Thumbnails
Image Tab
Always use numbers in file name as Image Layout number
Default Image Pixels per unit
Open Images with
Cache image files, with cache size of ____ Megabytes
Device Tab
Elected Device
Suni - Sensitivity, Threshold, Integration, Use Image Correction, Use Histogram Stretch
EMR/EDR
All EMR/EDR Preferences are Local Preferences.
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General Tab
Default font
Printer Margins
Fit on one page
Keep palettes on top of other windows
Hide dotted Line Between Form Sections
Use checkbox with regular size
Print page numbers for EMR forms
Print Page numbers for narrative
Print Header on EMR Forms
Print Header on Narrative
Show unique form ID in sidebar
Default Records To Load
Data Tab
When a new form is created for a patient, how should the new sections be filled in?
Filled with same form first
Ignore signature boxes when pulling data forward.
Others Tab
Default View Below Form:
Color For Abnormal Items in Popups
Description Before Diagnosis code in PopUp
When Double clicking on an item in the clinical ledger:
Show demographics screen on kiosk
EMR/EDR Bridge
This Preference category is used to configure an EMR/EDR Bridge, such as ComChart or SpringCharts.
ePrescribe
Global Preferences
Enable Renewal Requests
ERA
All ERA Preferences are Global Preferences.
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Use Remittance Date for Payment Proc. Date
Open All ERA Payments In Manager
Disable Automatic Appeal In ERA Payments
Print new page per patient
Prevent patient link on ERA report
Enable Printing With No Background
Do Not Auto Calculate Write-Offs for ERAs with a Zero Allowed Amount
eStatements
All eStatements Preferences are Global Preferences.
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FTP Connection (User/Password/FTP Host)
Save PDF to Database When Printing eStatements
FastAttach
FastAttach Preferences are Global Preferences.
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Facility ID
Serial Number
Attachment Image Size
Faxing
Local Preferences
Updox Username
Updox Password
Updox Integration Key
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Default Attachment Status
HL7
HL7 Preferences are primarily Local. Furthermore, you can only add new HL7 Preferences from the Server Computer.
Inventory
All Inventory Preferences are Global.
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Default retail item procedure type:
Default retail item procedure category:
When Amazon.com item data differs from inventory data:
Labels
Labels are Global Preferences.
Global Preferences
All Label Titles
Labs
All Labs Preferences are Local Preferences.
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Lab Name
Sends Preliminary Results
Incoming/Outgoing File Folders
Number of seconds to delay before checking change in file size
Default Form
Default Assigned To User
Rejected File Folder
OneTouch EMR Export Folder
Ledger
Local Preferences
General Tab
Sort Ledger Transactions by Posted Date/Procedure Date
Schedule a Follow-Up Appointment After Charge
Enable Ledger ToolTip
Show Incident Nodes Under Account Ledger
Patient/Incident Ledger
Show Archived Incidents In Account Ledger
Sort Account Transactions by Date Entered
New Charge Tab
Set the first selected field when adding new charges (Procedure Date/Code)
Exactly Matched Code Only
After Entering New Charges, Show Payment Window
After Entering New Charges, Show Print Statement / Insurance Claim
Add Diagnosis Code From New Charge
Always Pull Facility from Incident
A Charge Can Only Have Either a Facility or a Lab, but not both
Payment Tab
General Sub-Tab
Set Provider and Office in New Payment Window
Patient Payment Sub Tab
Use AuthPayX for Credit Card Payment
Auto Apply After Entering Amount
Incident Tab
Set the first selected field when adding new incident
Set incident date to the date of the first transaction
After creating Charges, Show Alert when remaining visits is below X.
Show Attorney Tab In Incidents
Others Tab
When Adding New Comments
Additional Settings
View Options - Located in the Ledger > View Menu is a Local setting, not a Preference
Column Order - Located in the Ledger, not a Preference
Columns may be resized and reordered, saved as a Local setting
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New Charge Tab
Show Modifiers on MacPractice DDS
Enable To Date before entering a Code
Validate Anesthesia Times
Enable Additional Units for Anesthesia
When Scaling Items on a Fee, Round (Up/Down)
After entering new charges: Ignore these settings in the Charting Ability
Payment Tab
General Sub-Tab
Amount and Check # location
Color Code Charges With Ins. Portion in Ins. Payment Window
Color Code Charges with Pat. Portion in Pat. Payment Window
Insurance Payment Sub-Tab
Add EOB Columns to Insurance Payments
Enable Provider Adjustment Ability in Insurance Payment Window
Enable Insurance Appeal
Auto-Calculate the write off when provider participates with the carrier.
Enable the "Apply To All" button for Insurance Payments
Incident Tab
Default Incident Name
Display both CMS and ADA Claim View (DDS Only)
Treatment Tab
Create a Treatment Plan When Adding a New Incident
Hide Treatment Plan Nodes in Incident Sidebar
Preserve the Treatment's Insurance Estimates When Moving to Transaction
Draw Treatment Background with Color
Procedure Date when Moving a Treatment to Transaction
Others Tab
Remember Last Adjustment Type When Creating New Negative Adjustment
Test Tab
Check Database Integrity After Ledger Actions
Color - Located in References, not a Preference.
Logging
Local Preferences
Set the Required Severity of a message for it to be logged to the Console.
Menus
Local Preferences
Menu Commands
Optical Bridges
Local Preferences
Key Bridge On (Bridge Number/Chart Number/Patient Number)
Bridge Import Folder
Other
Local Preferences
Silence the Alert Sounds
Disable Tooltips
Patient Ability
Local Preferences
General Tab
Automatically Save Address and Phone Change
Include Patient SSN on Patient Demographic Printout
Include Account Balance on Patient Demographic Printout
Set Provider and Office When Entering New Patient
Automatically Update Names
Alerts Tab
No Alert on Procedure Type Selection
Confirm Switching Insurance Plans
Alert on Incomplete Coverage In Insurance Plans
Show created date for patient alerts and allergies
Show smoking decision rules
Insurance Tab
Show Related Insurance after entering Employer
Misc Tab
Search for patients with names (Include the Input String/Start with the input string)
Include inactive patients
On Patient Double Click (Load Sidebar with patients in acct/Load default module/Toggle Drawer)
Show Archived Patient Node in Sidebar
Show New Patients (Patients without charges/treatments)
Duplicate Patients Tab
Show Duplicate Patient Warning
Social Security Number
Birthday
Name
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General Tab
Automatically Load Patients in Sidebar
Default Referral Type
Misc Tab
Automatically Assign Chart Numbers
Use "New Patient Date" For New Referrals, Insurances
Use Current Date for a new Diagnosis
Don't delete archived patient appointments
Patient Check In
Local Preferences
Welcome Message
Global Preferences
Show office welcome message on Patient Check In
Patient Selector
MacPractice User Specific
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MacPractice User Specific
Charting Options - Set input order, colors, and more
Notation Points - Set which notation points will display and the order in which they will show
Provider/Office
Global Preferences
Show in Provider Pop Up Menus
Set Default Provider/Office for Ledger Payments, Bulk Insurance Payments, and Report
Report
Local Preferences
Show negative amounts with parenthesis
Print as web page
Show Filter Selections in the Report
Export report as: (Text file/HTML file/PDF file)
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Automatically run the View, Download, Transmit report every day at ___
Restorative Charting
Local Preferences
Load Initial Dental data in the background on startup
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Tooth Surface Format (Print surfaces as is on claim or treatment plans)
Highlighting Colors - Set in the Dental Tab > Gear Icon, not a Preference
These settings are Global. This includes "Color Code Clinical Note Text"
MacPractice User Specific
Charting Preferences - Set in the Dental Tab > Gear Icon
Hide Material Colors, Incisal View, Draw an X on Extracted Teeth, and more.
Scheduling
Local Preferences
Calendar Tab
Time Interval per block / Local Time Interval
Time Interval Column Format
Show hour lines
Single click action in small calendar
Auto-refresh after _____ Mins
Fit calendar to view on startup
Do not show Recall/Follow-up date alert if patient does not have insurance
Remember row and column sizes
Set HIPAA view on startup
Hide Resources on Days They Are Marked as Not Available
Hide the Following Days:
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Ledger Tab
Default Incident sidebar selection
When adding treatments in 'Advanced View,' set 'Treatment Procedure date' to the 'Appointment Date'
In Scheduling Sidebar, show node for appointments With Treatments
Appointment Display Preferences (located in Schedule > Appointment Display node):
Text Color
Unavailable Times
Hour Line Color
Half Hour Line Color
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Appointments Tab
Allow overlaps with appointments/blocked timeslots
Show Indicator on overlapped appointments
Automatically create account alert when missed appointment
Default status
Default type
After adding charges with Followup, allow them to be tied with existing appointments _____ days before the Followup date
Transparencies Tab
Automatically update default transparencies
Transparencies (This is a setting in Transparencies, not a Preference)
These may be checked or unchecked on a Local basis
Right click to apply this setting Globally
Online Tab
Allowing scheduling out to x (interval)
User to receive online appointment notifications ___
Online Scheduling Time Slots
Appointment Display Preferences (located in Schedule > Appointment Display node):
Appointment Colors
Appointment Text
Resource Order (located in the the Schedule sidebar itself. This is not a preference)
Security
Global Preferences
Automatically logout after _____ minutes of inactivity
Enable Emergency Access Password
Enable MacPractice to remember previously logged in user credentials
Log print action for each patient with info being printed
Server Backup
These Preferences govern and control Server Backups. These options are only available on the Server Computer.
Sidebar
Local Preferences
Sidebar Font
Simple Sidebar
Auto-Load Records
Show Patient Name Prefix
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Hide additional patient data while on Many
Time Clock
Local Preferences
Show Time Clock Icon in Status Bar
Hours worked beyond X hours/day also count as overtime
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Pay Period Frequency
Initial Payroll Start Date
X minutes of paid break per every X hours
X hours/week until Overtime
Toolbar
Local Setting
The selection and order of the toolbar icons is a Local setting. This is set in the toolbar itself, not a preference
Transworld
Local Preferences
Password
Global Preferences
Profit Recovery Client Number
Accelerator Client Number
Host
Username
Treatment Plan
Global
Print Appointment Information on Treatment Plan
When a procedure fee has been updated after the procedure was added to a treatment plan
Print Treatment Phase Subtotals on Treatment Plan
Window
Local
Remember Last Ability and View/Use the Following Settings
Default Ability
Default View
Load top window view if possible
Remember Last Window Size
Remember Drawer State