How to get started with Practice By Numbers.
Here's a quick checklist to get things going after signing up with Practice By Numbers.
Setup
Creating New User Accounts—Thisallows a user to access Practice by Numbers using any web browser. Having multiple users will maximize the software's value.
Setting up Providers and Other Employees - Map your active providers and employees.
QuickBooks Integration - Only for practices with the online version of QuickBooks.
Email and Text Settings - Configure before starting any campaigns.
Connect Google and Facebook - If you will be activating the review requests campaign.
Practice Management Software Settings - To make Practice By Numbers work best with your PMS, select the appropriate link below:
Dentrix
Eaglesoft
Open Dental
Learning to Use PBN
The Basics - A collection of articles on getting started with Practice by Number's features.