Provider/Office Preferences

Owned by Dylan Nigh
Apr 04, 2023
1 min read

The Provider/Office preference allows you to configure the default provider and office for various areas of the software.

Screen_Shot_2017-05-03_at_2.10.14_PM.png

  • Show in Provider Pop Up Menus: This lets you decide how you want the Provider information to appear in the Pop Up Menus in MacPractice.

  • Ledger Payment: When Use Default Provider/Office is selected in the Ledger > Payment preferences, the Provider and Office set here are used as the default Provider and Office popup selections when creating a new payment in Ledger.

  • Bulk Insurance Payment: This is used for the initial Provider and Office popup selections when creating a new bulk payment in Managers.

  • Report: Most of our reports apply provider/office filters, default provider/office are used when reporting record's or account's provider/office are not available.