How do I set a default provider? July 18, 2023 15:25 Updated To set the default provider: Go to the Menu > Settings > Practice Setup > System Defaults. Under Treatment, select the Default Provider from the drop-down list. Once the desired provider is selected, click Save Related articles How do I set a default provider for patient treatments? How do we assign a primary provider to a patient? How do I add a new client? How to change visit status and location from the Whiteboard Text-to-pay - Sending a Payment Link