Creating and Assigning a New Practice

Account Admins are responsible for creating practices associated with their organization.

There is no limit on the number of practices you can create. Practices allow an organization to silo data and restrict which users can see specific patient records. 

For example:

• Consider an organization that is made up of two practices.
• The organization may have one dentist assigned to each practice and one hygienist that sees patients at both facilitates.
• In this scenario, each dentist will be assigned to one practice and only be able to access patient records at their individual practice. The hygienist will be assigned to both practices to be able to access patient records at both practices. Users assigned at the organization level  (not assigned to a practice) will be able to view patient records across all practices.

Another example would be referring to a specialist.

• If the organization has an oral surgeon they refer to often, they can create a practice for the oral surgeon
• The oral surgeon would only have access to the patient records they are assigned.
• You can collaborate and share information with ease and HIPAA compliance

To create a new practice, do the following:

1. From the Admin Tools page, click on Practices in the left-hand sub-menu.

2. Click the “Create Practice” button.

3. Enter the following information:

• Practice Name
• Address
• Phone Number

4. Click the “Upload Logo” button to upload the practice’s logo.

5. Click the “Create” button to save.

The new practice will now appear on the Practices Page along with the number of active accounts associated with it.

Adding Users to a Practice

Group Admins can also add a user to a practice within that practice’s details page.

To do so, do the following:

1. From the Admin Tools page, click on Practices in the left-hand sub-menu

2. Click “Edit” for the practice you wish to update.

3. Navigate to the Account section. Any accounts already assigned can be viewed here.

4. Type the provider’s name in the text box and click on their name to add that user to the practice.

5. To add a new provider, click the “Create New” button.

Note: Providers may be assigned to multiple practices. However, if an Account Admin is assigned to a specific practice they will lose group privileges and only have access to the patients at their assigned practice.

 

Adding Locations to a Practice

If you have a practice that sees patients at multiple locations you need to add those locations in TeleDent.

Example:

• if you have a mobile dentistry practice that sees patients at both a high school and a community center, you need to create separate locations.

1. From the Admin Tools page, click on Practices in the left-hand sub-menu.

2. Click “Edit” for the practice you wish to update.

3. Navigate to the Locations section. Any locations already created can be viewed here.

4. Click “Create a new” button.

5. Enter the required fields:

• Location Name
• Practice
   

 6. Enter the optional information:

• Address
• Phone Number
• Website Address
   

7. Click “Save Practice” to save the new location.

Once the locations are added you can assign them to individual appointments.

 

Managing Your Practice Details

From the Practices page

Manage your account details by clicking “View and Edit Organization Details”.

From the account details page view or edit:

• Organization Name
• Logo
• Address
• Phone Number
   
• Assign an Owner
  • Note: the Owner has billing and access rights. This is REQUIRED

You can also view:

• Total Number of Users
• User roles
   

Click “Save Organization” to save your changes.