PMS Writeback Settings

Configuring PMS Writeback Settings in Practice by Numbers

To ensure seamless integration and synchronization between Practice by Numbers (PbN) and your Practice Management Software (PMS), it's crucial to configure the writeback settings correctly. This guide will walk you through the necessary steps.

Accessing the PMS Writeback Settings

• Navigate to the top right corner of the page.
• Click on the person icon.
• Select Settings from the dropdown menu.
• Select PMS Write Back Settings.

Obtaining the Provider ID

To configure the PMS Writeback settings, you will need an active Provider ID from your PMS. If this step is not followed your information will not accurately writeback. Below are steps to obtain the Provider ID for each PMS. 

1. Open Dental:

2. Eaglesoft:

3. Dentrix:

Configuring Writeback Types

In the PMS Writeback settings, you can select which types of notes and documents you want to be written back to your PMS. Below is a breakdown of the available options:

1. SMS and Email Communications:

   • Outgoing SMS
   • Incoming SMS
   • Outgoing Email

2. Phone Call Logs:

   • Incoming Phone Call
   • Outgoing Phone Call
   • Missed Phone Call

3. Patient and Task Notes:

   • Patient Notes
   • Task Notes

4. Insurance Verification:

   • Verification notes

For each writeback type, you can enable or disable the writeback by selecting the corresponding checkbox under the Allow column.

Selecting Note Types

You can specify which note types you want to be written back to your PMS by choosing the appropriate options in the Note Type section.

Configuring Document Types

You can manage which document types you want to write back to your PMS and which to read from your PMS:

1. Insurance Verification

2. Account Statement

For each document type, the options in the drop-down will come from your PMS. 

PMS Sync Setup for Patient Flow Status

To set up the PMS sync for patient flow status:

1. Navigate to the PMS Sync Settings:

   • Ensure that the On toggle is activated for each setting you want to sync.

2. Set the Check Interval:

   • Appointment Status: 15 seconds
   • Appointments: 60 seconds
   • Patients: 30 seconds