Database Configuration

Database Configuration Pre-Live Information

Filling out this form will assist us in preparing your database for going live. It will reduce the amount of time you will need to spend configuring your system.

General Practice Setup

This covers the information that will appear on your statements, receipts, and claims. For technical information required to send email from ClearDent, please verify with your network technician or Internet Service Provider.

Clinic Name

Office Email *

Clinic Address

CDAnet (EDI) Office Number

Phone

Fax

First Month of Fiscal Year

Email SMTP service provider name (e.g., Shaw, Telus, Gmail, etc.)

Note: if your SMTP provider is Gmail you must set up Two Factor Authentication within your Gmail settings

Would you like ClearDent to automatically print EDI responses such as Explanation of Benefit, Claim Acknowledgement, and rejection notice? Note: you can manually print these forms at any time.

Dentist Copy
Patient Copy
Both

Provider & Hygienist Information

Please list all providers and hygienists that will appear in ClearDent. If the provider/hygienist submits insurance claims under a different provider, please indicate the billing provider’s code or name in the CDANet Provider field.

Code / Name / Unique ID (Dentist only, 5-6 digits) / CDANet Provider

Please type your information in the order listed above, separated by a slash (/)

System User Login Information

Please list all staff members that need access to ClearDent and the role they have. We will create these accounts in ClearDentTM. Your trainer will assist you in customizing the access rights. Password will be preset to match the username, please change it immediately after you login to ClearDent for the first time. Note: The number of users you can have in the system is limited to the licenses purchased.

Scheduler Setup

Chair/Operatory setup

Please list the operatories you have, the default provider that uses the operatory (if applicable) and the column position it should have in the scheduler.

Chair Name / Default Provider / Column number in scheduler

Please type your information in the order listed above, separated by a slash (/)

Office Hours

Please enter the core hours that your office is open. This is the earliest possible start time and latest closing. Individual schedules will be entered in the Provider Work Schedule section below.

Monday (Open time)

Monday (Close time)

Tuesday (Open time)

Tuesday (Close time)

Wednesday (Open time)

Wednesday (Close time)

Thursday (Open time)

Thursday (Close time)

Friday (Open time)

Friday (Close time)

Saturday (Open time)

Saturday (Close time)

Sunday (Open time)

Sunday (Close time)

How many minutes per unit do you wish to use in appointment book or Scheduler?

Display in 10 minute increments
Display in 15 minute increments

Please tell us what appointment types you use and the units required. You can leave the field empty if not applicable.

Bite Adjustment

Bleaching

Bridge Insert

Bridge Prep

Consult

Crown Insert

Crown Prep

Dentrue Assessment & Imp

Denture Issue

Denture Trial

Emergency

Extractions

Finish Hygiene

Hygiene Only

Implant

Impressions

NP Hygiene

New Patient Exam

Oral Surgery (Specialist)

Ortho Assessment & Imp

Ortho Consult

Ortho Recall

Post Op

RCT Simple

Recall Hygiene

Recall Pediatric

Restore Complex

Restore Simple

Spec Exam

Surgical Extraction

Others

If you selected "Others" above, please specify.

Example: Initial Therapy/4-5u

Recall & Hygiene Types

Default Recall/Hygiene types are 3M Hyg, 4M Hyg, 6M Hyg, 6M Recall, 9M Recall 1YR Recall.
If you use alternate recalls please list them below

Note: ClearDent can handle multiple recall types

Recall Type

Provider Work Schedule

Please enter the regular working schedule for each provider including the chair they use and their break times.

Provider

Service Charge

Service Charge is an interest calculated on the patient’s outstanding balance. Please fill in the service charge details. If you don’t want to charge interest, please leave this section blank.

Which provider will this charge be billed under?

Per annum interest rate

Minimum Charge

This is the lowest interest amount to apply. Note: If the calculated interest is $0.05 and you have set this amount to $5.00, the applied interest will be $5.00

Minimum Balance (Do not apply interest if ledger balance is less)

Do you want to apply the interest charge:

automatically at first day of month
before printing batch statements

User Default Settings

“Auto Lock User After _______ Min” is a feature that requires a login password when your computer is inactive for specified period of time. After how many minutes of inactivity do you want to active this feature?

“Allow Ledger Authorization” is an option to allow another user to grant temporary right to the current user to make changes in Ledger. Do you want to turn on this feature?

Patient Default Settings

Do you prefer to have patient name and/or address all in:

UPPER CASE
Smart Case
Normal case

In most cases, which provider/hygienist will be assigned to new patient as defaults? (Leave it blank if no default)

Provider

Hygenist

What is the default city for all new patients?

Are you assignment or non-assignment office? Default Insurance payee is:

Dentist
Subscriber

On the printed statement for the patient, do you want to show patient’s account receivable?

On the printed statement for the patient, do you want to show their insurance portion?

On the printed receipt for the patient, do you want to show the services that the patient paid for?

Do you use a custom fee schedule that is different from Dental Association Fee Guide?

Note: If you have a custom fee guide that you wish to have extracted from your legacy software during conversion custom conversion rates apply.

If yes, and if it is a straight percentage increase, what is that percentage?

On the patient receipts and treatment plan you can show one of the following:

Print Patient’s Next Appt Date
Print Patient’s Future Appt Dates
Print Family Member’s Next Appt Dates
Print Family Member’s Future Appt Dates

Digital Imaging

Please check the Digital Imaging Systems you will be using in the clinic.

Intraoral X-ray Sensors

GenDex® Visualix eHD
Sirona®
Schick®
Falcon Vatech EzSensor
SUNI
Belmont
Instrumentarium
DEXIS
Air Techniques
TWAIN based device (Planmeca, EVA, Owandy, Kodak)

If you’re using an intraoral x-ray sensor that’s not listed above, please specify

Digital Pano/Ceph X-ray

GenDex Orthoralix
Sirona Orthophos
Schick CDRPan
TWAIN based device (Planmeca, Owandy, Belmont, Instrumentarium, Soredex)

Digital Phosphor Plate

Air Techniques® ScanX
GenDex® DenOptix

If you're using a Digital Phosphor Plate that's not listed above, please specify.

Intraoral Camera

Sorpro
GenDex
Air Technique
SUNI
Sirona
Schick
RF System
Digital DOC
ViperCam
Planmeca
Kodak

If you're using an intraoral camera that's not listed above, please specify.

Day End Configuration

Do you want to enable the “Day End Processing” feature that allows you to process provider-specific day end? Without the feature disabled, regular day end will process providers and patients seen up to the time you perform your day end report.

Office Logos

If you would like your Office Logo to be printed on statements or receipts, please provide us a copy of the digital file in either.png or .jpeg below

File Upload

Click or drag a file to this area to upload.

Templates

If the version of ClearDent that you have purchased includes it, you can setup the following templates:

- Medical history
- Prescription
- Treatment
- Letter (requires Letter Manager)
- Clinical notes (requires Charting)
- Soft Tissue / Botox (requires Charting)

ClearDent is committed in helping you making the most of your investment. However, to ensure that the trainer is able to focus on the training, our trainer will teach using conceptual examples on how the different templates can be setup and used in daily operations.

You can then practice by setting up your own templates after the training. If you require assistance, our trainer and support are both available to provide you the help you need.