ViewPoint main menu > Tools & Utilities > Patient Folder Properties.
Use the New Patient Defaults tab of your patient folder properties to select default responses and display options for your patient folders.
Prepare ViewPoint tables - Several fields of your default patient folder require a response from a ViewPoint table. Links to information about these tables are provided along with the description of the required field, below.
ViewPoint main menu > Tools & Utilities > Patient Folder Properties.
In addition, while viewing a patient folder, you can open patient folder properties from the ViewPoint toolbar or shortcut menu.
Show/hide details
First, open a patient folder, Then select 
Properties from the ViewPoint toolbar.
Or, select Folder then Properties from the ViewPoint shortcut menu.
When your patient folder properties window opens, select the New Patient Defaults tab.
Identification codes - (These are system-wide settings: Any changes you make affect all ViewPoint users.) Use the Identification Codes fields on the New Patient Defaults tab of your patient folder properties to manage how ViewPoint handles patient identification codes.
Primary Code / Secondary Code style - Select the format for your patient identification codes. You may have different formats for your primary code and secondary code.
(none) - Select this option if you do not want to generate this identification code for new patient folders automatically. After a patient folder is created, you may manually assign a code as needed.
Alphanumeric - Select this style to advance the identification code for each new patient folder numerically. The Base and
OneTouch Style - Select this style to generate a unique identification code composed of the first two letters of the patient’s last name and the next sequential number. (i.e. Alex Thompson's identification code might be "TH39".)
Base (Alphanumeric style only) - Enter the text you want to include at the beginning of the alphanumeric format (i.e. 2012-). All alphanumeric identification codes will begin with this value. Some offices change this field each year to indicate when the patient started treatment.
Minimum
Don't AutoGenerate Sec. ID Code for New Patients - Enable this option if you do not want to generate a secondary ID code when you create a new patient folder. For example, you might not want to generate a secondary ID number until after the records appointment. When you want the code generated, click the patient name or address field on the Patient tab of the patient folder and enable 
AutoGenerate Sec. Code. ViewPoint will generate an appropriate secondary identification code (according to the format you selected above) at that time. See "Patient Tab" for details.
Identification code names - Define the names for both the primary and secondary identification codes with
Changing / updating patient ID code defaults - If you change these default identification code values, the identification codes of existing patients do not change automatically. However, if you auto-generate new ID codes for existing patients, the new defaults will determine how the new ID codes are created.
Biographical - Use the Biographical, Res. Party, and Display sections of the properties window to set up certain default responses and viewing options for patient folders.
These are user settings: Your defaults may be different from another ViewPoint user's defaults. However, you can easily copy your office's preferred defaults to your user defaults (and override your existing settings) by using the Copy feature of the Database Defaults tab. See "Manage Patient Database Defaults" for details.
Doctor - Select the orthodontist to assign to new patient folders. You can change the assignment before you save the folder, or whenever necessary. You maintain the list of doctors in your practice in your Orthodontist table. The patient's financial transactions and appointments default to the doctor assigned to the Patient tab of the patient folder. See "Set Up Orthodontist Records" for details.
Office - Select the office to assign to new patient folders. You can change the assignment before you save the folder, or whenever necessary. You maintain the list of office locations in your practice in your Office
Assistant - (Optional) Select the assistant to assign to new patient folders. You cannot change this assignment until after the patient folder is saved; therefore, many offices choose to assign none as the default assistant. You maintain the list of assistants in your practice in your Assistant table. The patient's appointments default to the assistant assigned to the Patient tab of the patient folder.See "Set Up Assistant List" for details.
Status - Select the status to assign to new patient folders. You cannot change this assignment until after the patient folder is saved; therefore, many offices choose to assign Exam or a similar generic status. You maintain your list of status descriptions in your Status table. You may manually edit a patient's status from the Patient tab of the patient folder, or change it via Auto-Events as needed.See "Set Up Status List" for details.
Phase - Select the phase to assign to new patient folders. You cannot change this assignment until after the patient folder is saved. You maintain your list of phase descriptions in your Phase table. The patient contract, findings, treatment chart and other data are saved by phase: That is, these items are flagged with the phase currently assigned to the Patient tab of the patient folder. See "Set Up Treatment Phases" for details.
Res. Party Title - Select the default title to add to the responsible party name (i.e. Mr. & Mrs.). You cannot edit the list of available choices. You can change the assignment before you save the folder, or whenever necessary.
Display practice name option - Enable the Practice name option in the Display section of the properties window to list dentists, referrers, and professionals alphabetically by practice name. If this option is disabled, the lists are displayed by the person's name.
Reminder cycle options - Use the Reminders fields of your patient folder properties settings to define the suggested number of months between dental visits and progress evaluations.
These are user settings: Your defaults may be different from another ViewPoint user's defaults. However, you can easily copy your office's preferred defaults to your user defaults (and override your existing settings) by using the Copy feature of the Database Defaults tab. See "Manage Patient Database Defaults" for details.
Dental visit cycle - Enter the number of months you suggest a patient wait between dental visits. This value is assigned to the Milestones tab of new patient folders automatically, but may be changed as needed. As you schedule appointments, the Grid Scheduler checks the dental visit dates on the Milestones panel of the patient folder, and prompts you to update them if appropriate. You may also change these dates on the Milestones tab at any time.
Evaluation cycle - Enter the optimum number of months you wait between formal treatment evaluations. This value is assigned to the Milestones tab of new patient folders automatically, but may be changed as needed. As you schedule appointments, the Grid Scheduler checks the progress evaluation dates on the Milestones panel of the patient folder, and prompts you to update them if appropriate. You may also change these dates on the Milestones tab at any time.
Late fee defaults - Use the Late Fee fields of your patient folder properties settings to define the default late fee for both individual transactions and contract fees.
These are user settings: Your defaults may be different from another ViewPoint user's defaults. However, you can easily copy your office's preferred defaults to your user defaults (and override your existing settings) by using the Copy feature of the Database Defaults tab. See "Manage Patient Database Defaults" for details.
Res. Party - Select the default late fee policy to apply to miscellaneous charges posted to the responsible party. You cannot change the default until after the patient folder is saved. This default may be the same as, or different from, the policy assigned to contract fees.
Contract - Select the default late fee policy to apply to contract fees that fall past due. You can change this assignment as you create the contract for the patient. This default may be the same as, or different from, the policy assigned to contract fees.
Sibling record defaults - Note that when you create a patient folder from a non-patient family member record with the Make Patient feature, late fee policies default to the fee assigned to the responsible parties you copy to the new folder. Otherwise, the default policy is from your New Patient Defaults.
Appointment defaults - Use the Explorer On option of your patient folder properties settings to specify whether the Explorer opens for the patient when you use the Save & Appoint feature from a new patient folder. If the Explorer On option is disabled, the Save & Appoint feature opens your Grid Scheduler to a scheduling grid, with the new patient activated.
These are user settings: Your defaults may be different from another ViewPoint user's defaults. However, you can easily copy your office's preferred defaults to your user defaults (and override your existing settings) by using the Copy feature of the Database Defaults tab. See "Manage Patient Database Defaults" for details.
Email form options - Enable the form options you would like to send via email, rather than printing them. While you set up email form defaults for new patients in your Patient Properties, you can turn these features on/off directly from the Patient and Responsible tabs of the patient folder. Note that when you generate a form that is sent via email, rather than printed, it is still recorded in the appropriate correspondence history.
These are user settings: Your defaults may be different from another ViewPoint user's defaults. However, you can easily copy your office's preferred defaults to your user defaults (and override your existing settings) by using the Copy feature of the Database Defaults tab. See "Manage Patient Database Defaults" for details.
Patient Correspondence - Enable this option if you want to send the patient an email of their appointment card, rather than printing it.
Res. Party Correspondence - Enable this option if you want to send the responsible party an email of the patient's appointment card, as well as payment receipts via email rather than printing them. Note that if both the Patient and Res. Party email options are enabled, both parties will receive appointment card email messages.
Save - Click Ok to save your changes and exit, or Cancel to exit without making any changes. You can also click Apply to save your changes without exiting the editing window.
Editing the Defaults - If you change the default values, the response does not change in existing patient folders; the new response will be entered as the default for new patient folders only.
Using preferred database defaults option - Use the Database Defaults tab of your patient folder properties to select your office's preferred new patient default responses. Individual ViewPoint users can copy these defaults to their own system, facilitating consistent responses within your office data entry process. See "Manage Patient Database Defaults" for details.
Mass update email flags - Use Data Tool 140 - Mass Update Email Flags to reset the electronic correspondence options for any group of patients or responsible parties. See "Data Tool 140 - Batch Reset Email Options" for details.
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