Set Up Zip Code List

Use the Zip Code editor to facilitate entering accurate address information into your patient folders. We recommend that you use the postal-approved two-digit abbreviation for each state name.

How to Get Here

• Home ribbon bar > Editors > General > Zip Codes. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select General in the list at the left, and choose the Zip Codes option.

  

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Setup

• Create new description - Click New. Then select the new record description at the bottom of the list and enter your text.

   

  

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• Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.

• Delete descriptions - Click the description you want to remove, then click Delete. The description is removed from the list, but not removed from any patients that already have the alert assigned to them.

   

  

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Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Notice!

• Electronic insurance requirements - The State field must be in standard 2-letter postal abbreviation format for electronic insurance submission.

• Patient folder updates - If you change information in the Zip Code editor, the changes do not automatically update patient folders and other records: You might want to subgroup records that use the old zip code information so you can update them manually as needed.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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