Automation

Automation

You can use Automation to have Practice-Web carry out all sorts of tasks for you based on triggers you set. 



Add or Edit an Automation

To get started, click on "Setup" in the main menu. Then, choose "Automation" from the dropdown menu. The Automation dialogue will open. 



Click on the "Add" button. The following dialog will open.

  1. In the Description field, enter the name of the automated Trigger. 
  2. In the Trigger field, click on the dropdown button and select a trigger type. 
  3. In the Procedure Code field, enter the codes that will trigger the automated action. 
  4. In the Action field, click on the dropdown arrow and select the action that will take place. 
  5. In the Sheet Def field, click on the dropdown arrow and select the Sheet that will be used. 
  6. When done, click on the 'OK' button.  

    • Related Articles

    • Edit Patient Info

      ​ There are several ways to access the "Edit Patient Information" Window: While in the Family Module, by double-clicking the Patient Information grid. While in the Chart Module, by double-clicking the Patient Info grid. When adding a new patient by ...

    • Provider Information Setup

      During your initial setup, you'll need to add the names and information of all providers. You may also need to adjust or edit the information later. Once a provider has been entered they can never be deleted. However, if they are no longer affiliated ...

    • Appointment View Setup

      ​ Practice-Web Dental has support for unlimited operatories and unlimited providers. Although you can only view about 6 or 7 operatories at one time due to space limitations, you can set up different views. Each view can have any combination of ...

    • Schedule Setup

      Set the time that your office opens, takes lunch, and closes each day. Use the copy/paste/repeat features to quickly fill the actual schedule.  This is very powerful and allows any kind of rotating or alternating schedule by provider, by day of the ...

    • Operatory Setup

      Any number of operatories can be created or hidden. However, they cannot be deleted. Each operatory can be assigned to a Clinic, Dentist (Provider), and Hygienist (Provider). So, any Appointment that is placed in this operatory will automatically be ...