This article will list all MacPractice Preferences and Configurations, as well as listing which ones are MacPractice user-specific, OS user-specific, or Global for all MacPractice users in your office.
Any changes to Global or Local Preferences may require a log out/log in for changes to take effect. If you don't immediately see a change, be sure to attempt logging out and back in to confirm the new Preferences are loaded.
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)
How can I access Preferences?
Navigate to the MacPractice Menu. Below "Update MacPractice..." you'll see "Preferences" listed.
What are Global and Local Preferences?
This is simply a way to distinguish whether a set of Preferences impacts just the computer that the Preference was adjusted on (Local), or whether it impacts all computers (Global).
A few Preferences are User Preferences. User Preferences are tied to the current MacPractice user, and will follow that user from computer to computer.
It is important to note that if there was a change to a Global Preference on one computer, any other logged in computers will first need to log out then back in for the change to take effect. We strongly recommend adjusting Global Preferences from the Server computer, as this will ensure those Preferences then carry over.
Other MacPractice Configuration Options
There are MacPractice Configuration Options that are not included in the Preferences window.
These may be set in the ability itself, or as part of setting up References. These settings may be Global or Local. Some configurations are also User-Specific, and will follow you to any computer, based on the MacPractice user login.
The following settings are included with the preferences below. Please check the following Preference sections:
Toolbar
Schedule
Ledger
Clinical Tab
Perio
Restorative Charting
Preferences List
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
Global Preferences
Display Attachments Newer than _____ Days Old
Patient photo size
Patient attachment size
All Claims Preferences are Global Preferences.
Global Preferences
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 TabLocal Settings
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
ClipboardAll Clipboard Preferences are Global.
Global Preferences
Unlock Pin
Clip Label
Hide Race and Ethnicity from Demographics intake
CodingAll Coding Preferences are Global. Global Preferences
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 BillingAll 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 AccessDatabase 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. BridgesAll Digital Rad. Bridges Preferences are Local.
Local Preferences
Bridge Settings
Bridge Import Folder
Digital RadiographyAll Digital Radiography Preferences are Local Preferences.
Local Preferences
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
All EMR/EDR Preferences are Local Preferences.
Local Preferences
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 BridgeThis Preference category is used to configure an EMR/EDR Bridge, such as ComChart or SpringCharts.
ePrescribeGlobal Preferences
Enable Renewal Requests
All ERA Preferences are Global Preferences.
Global Preferences
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
All eStatements Preferences are Global Preferences.
Global
FTP Connection (User/Password/FTP Host)
Save PDF to Database When Printing eStatements
FastAttach Preferences are Global Preferences.
Global Preferences
Facility ID
Serial Number
Attachment Image Size
FaxingLocal Preferences
Updox Username
Updox Password
Updox Integration Key
Global Preferences
Default Attachment Status
HL7HL7 Preferences are primarily Local. Furthermore, you can only add new HL7 Preferences from the Server Computer.
InventoryAll Inventory Preferences are Global.
Global Preferences
Default retail item procedure type:
Default retail item procedure category:
When Amazon.com item data differs from inventory data:
View Options - Located in the Ledger > View Menu as 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
Global Preferences
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 BridgesLocal Preferences
Key Bridge On (Bridge Number/Chart Number/Patient Number)
Bridge Import Folder
Other
Local Preferences
Silence the Alert Sounds
Disable Tooltips
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
Global Preferences
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 InLocal Preferences
Welcome Message
Global Preferences
Show office welcome message on Patient Check In
MacPractice User Specific
When Logging In and Opening New Windows (Keep Last Patient Selected/Clear Patient Selection)
Select Resources to Load in Patient Selector Table
Charting Options - Set input order, colors, and more
Notation Points - Set which notation points will display and the order in which they will show
Local Preferences
Load Initial Dental data in the background on startup
Global Preferences
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.
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)
SecurityGlobal 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
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
Global Preferences
Hide additional patient data while on Many
Local Preferences
Show Time Clock Icon in Status Bar
Hours worked beyond X hours/day also count as overtime
Global Preferences
Pay Period Frequency
Initial Payroll Start Date
X minutes of paid break per every X hours
X hours/week until Overtime
Local Setting
The selection and order of the toolbar icons is a Local setting. This is set in the toolbar itself, not a preference
Local Preferences
Password
Global Preferences
Profit Recovery Client Number
Accelerator Client Number
Host
Username
Treatment PlanGlobal
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