Getting Started Checklist

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—This allows 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.