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krisswift
Canine II

default settings for codes set to collection dr

how do i set certain codes to default to collection doctor number.  e.i 1PA  code 0220 to default to collection doctor but not production doctor

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lindamoseley
CS Dental Employee
CS Dental Employee

If a hygienist is on the appointment card AND if the code(s) are marked as "Hygiene Code", then SoftDent will default that code or codes to the hygienists provider number. The collection doctor will depend on the provider set up. 

List>ADA Codes

lindamoseley_0-1679598761692.png

 

Then go to List>Providers to check collection doctor settings. Please note that the collections doctor on the provider record is for all transactions posted for that provider. 

lindamoseley_1-1679598879443.png

 

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tshaw
Community Manager
Community Manager

Hi @krisswift
Let me tag a few people that may be able to help with this. 

@lindamoseley @asmith can you suggest anything for this? 

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