Preferences At A Glance (Local and Global)

• 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:

• Appointments Tab
  
  • Flash selects appointment _____ times
  • Show Tooltips
  • Confirm appointment drop (also applies to transparency drop)
  • Do not allow appointment scheduling in the past
  • Do not allow appointment scheduling on unavailable resource times
  • Double clicking on calendar creates 1 unit appointment
  • Bring up Appointment Detail window after creating appointment (Present in 7.3 and earlier)
  • Set Patient as the default tab for the Appointment Detail window
  • Include archived patients when searching for patients in a new appointment (User Preference)
  • Enable appointment keyboard shortcuts in calendar
  • Gray-out non ONE patient appointments
  • Show Cancelled/Missed appointments dating back to _____ days
  • Show _____ days when selecting appointments
  • Show 'Missed' appointments in the past
  • After scheduling Recall/Follow-up Appointment
  • Hide patient alerts on the appointment
  • Hide appointments in the Missed, Cancelled, and To Reschedule nodes

• Goals Tab
  
  • Daily Production Amount
  • Number of Appointments
  • Hide scheduling goals

• 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

• 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

Global Preferences

• Hide additional patient data while on Many

Statement Options Tab

• Print the Incident Name and Patient Name on statements
• Save Statement transaction on the Ledger
• Print the 'Statement Message' on 'Account Statements' by default
• Print the Statement Message (in Account Tab) on Incident Statement
• Don't send statements to accounts with outstanding claims
• Don't print 'Statement Sent' on Statements
• Don't print 'Claim Sent To Insurance' on Statements
• Print the 'Statement Message' on 'Account Statements' printed from the Ledger
• Print Comment's 'Long Description' on Statements
• Print charge's 'Unit Price' and 'Quantity' on statements
• Print 0.00 instead of blank in the 'Credit' column for 'Insurance Payments'
• Print 'Payment Type' next to Payments
• Append claim creation date to 'Insurance Payment' transactions.
• Simple Credit/Debit Statement
• Print Paid Charges' Procedure Dates for Payment Items
• Print Payments applied to charges outside the date range

Statement Printing:

• Following Settings Affect Printing Account Statement from Ledger (Print/Print After/Select Date Range) 

• Show Time Clock Icon in Status Bar
• Hours worked beyond X hours/day also count as overtime

• 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

• Profit Recovery Client Number
• Accelerator Client Number
• Host
• Username