PMS Integration
Default Provider: Payment Posting
Overview
Section titled “Overview”When Smile Advantage posts payments back into your Practice Management System (PMS), they are assigned to a provider.
- If the patient already has a provider, that provider is used.
- If no provider is assigned, a designated Backup Provider is used so the payment can still post.
What is the Backup Provider?
Section titled “What is the Backup Provider?”The Backup Provider is a provider in your PMS that Smile Advantage uses only when a patient record does not already include a provider. This helps keep reporting accurate and prevents posting issues.
How is the Backup Provider chosen?
Section titled “How is the Backup Provider chosen?”During installation, Smile Advantage Support selects the most obvious provider, typically:
- Your main doctor, or
- A designated “membership” provider, if your office has one
We will verify this choice with your team. If you need it changed or have specific preferences, contact Smile Advantage Support and we can re-link a different provider.
How do we request a change?
Section titled “How do we request a change?”Reach out to Smile Advantage Support with the provider name you would like to use. Our team will confirm once the update is complete.