Set Up Practice Details

Use your Practice editor to maintain practice-wide demographic details. Much of this data integrates with the Practice Connect app to provide more information about your location to your patients and parents.

Choose Your Settings

1. Open Practice Editor - Home ribbon bar > Tools section > Editors > Practice > Practice. (You can also use the Search field to look for the editor you want to work with.)

   

2. Choose Your Settings - These settings are system-wide; in addition, several settings affect the information your patients and parents see on the Contact page of your Practice Connect app.

   

   Name - Enter the name of your practice; this can be different from the orthodontist or office name found in your Orthodontist and Office editors.

   Address / City / State / Zip - Enter the main street address of your practice. The street address in your Office editor, and not the address in your Practice editor, is linked to your Practice Connect app.

   Phone - Enter the main phone number for your practice. The phone number in your Office editor, and not the phone number in your Practice editor, is linked to your Practice Connect app.

   Email - Enter the main email address for your practice. The email address in your Office editor, and not the email in your Practice editor, is linked to your Practice Connect app.

   Website - Enter the URL for your website. This setting is linked to the Contact page of your Practice Connect app.

   Facebook Name - Enter the name of your Facebook page, for example "Smith & Jones Orthodontics". This name appears under the Facebook header on the Contact page of your Practice Connect app. Including the name of your Facebook page in your Practice Connect app does not provide a link to your page, unless you also enter your Facebook ID, described below.

   Facebook ID - Use this setting to add a link to your Facebook page directly from the Contact page of your Practice Connect app. To find your id, navigate to your Facebook page and copy the URL. Then go to http://findmyfacebookid.com/ and paste your Facebook URL. Copy the number from the webpage and paste it into the Facebook ID field of your Practice editor.

   Twitter Name - Enter your Twitter handle, without the "at" sign (@), to link to your Twitter page directly from the Contact page of your Practice Connect app.

3. 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.

   

More Information

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.