Create a list of the orthodontists in your practice, recording the pertinent biographical and licensing credentials for each doctor. Note that some fields are required for submitting certain types of insurance claims.
Home ribbon bar > 
Editors > Practice > Orthodontists. (You can also search for the editor you want to work with.)
Click Editors from the Tools section of the Home ribbon bar.
Select Practice in the list at the left and choose the Orthodontists option.
Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.
Display active / inactive records - You can choose whether to include inactive records in your list by enabling / disabling the Show Inactive option at the top of the list.
Create new record - Click New. Then enter the orthodontist's details, described below.
Edit orthodontist details - Select the orthodontist to work with. If you just created a new record, that record is selected automatically.
Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it 
Inactive. Inactive records cannot be selected for your patients.
Title & name - Enter the orthodontist title and full name in these fields.
Abbreviation - The orthodontist abbreviation appears on the Patient Information Panel of the patient folder, among other places in your system.
Greeting - The greeting field is primarily used for mail merge documents. Enter the greeting as you would like to see it in the salutation of a letter.
License & Tax ID numbers - Record the appropriate tax and license identification data for this provider.
Email address - Enter the email address to use for this provider.
Specialty - The specialty field is used when filing electronic insurance claims and in other reports.
Signature on file - If you enable this option, your insurance forms will default to checking the doctor's "Signature is on file" field for this orthodontist.
NPI Type 1 - The NPI (National Provider Identifier) field complies with the Health Insurance Portability and Accountability Act (HIPAA), allowing a 10 digit number. You may be required by law to have this number appear on paper and/or electronic insurance claims.
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.
Orthodontist data security - You can assign orthodontists to specific offices in your Office editor, then use the Office Permissions option in your Operator editor to limit employee access to your orthodontists' Edge data. See "Set Up Operator Accounts" for details.
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