Archy Onboarding: Account Set Up (Startups)

Required Account Set Up

The following settings are critical to complete before your go live date with Archy. Completing these items will ensure you have a smooth start on Archy.

  • Messaging Services: Chose the phone number you'd like to use for texting. This is required to be able to send text messages from Archy. This process can take a few days for the phone number to be registered, so it should be completed as soon as possible.

  • Claims: Archy sends claims through the clearinghouse DentalXChange. The cost of DentalXChange is included in your Archy subscription (up to 700 claims per month). Please follow the instructions to activate your account and accept the Terms & Conditions within DentalXChange.

  • DoseSpot: Chose the providers who plan to prescribe with our e-prescription feature.  Please, note that this can take 1-2 business days to verify the providers' identities, so we recommend completing this as soon as possible. If you have an existing account with DoseSpot, do not proceed to this step until your last working day before your Go Live and after you have completed all of your prescriptions submissions for that day. 

  • Billing Merchant: Enter all bank account and payment information with our payment processing partner Finix, so that you can accept payments directly through Archy. Once this set up is completed, Archy will mail you a credit card machine.

  • Add Employees: Add your employees into Archy with a valid email address to ensure they can set up their account and log in.   

  • Fee Schedules: Add the fee schedules you will be charging your patients.
  • Schedule: Set up the rooms and working hours of the office and each provider. Assign colors to specific providers and appointment categories. 

Additional Optional Settings to Complete

There are many ways to customize Archy to best fit your practice. We recommend setting up many of these before you go live. But, you can also continue to improve these customizations even after going live with Archy.

  • Automated Texts & Emails: Turn on which automated text & email reminders you want sent out to patients and at what cadence. Customize the content of these reminds for both email and text.
  • Email Domain Set Up: If you want to send appointment reminders or marketing campaigns via email, you will need to connect your website domain to Archy. Please note this process is slightly technical and may require assistance from your IT company or website developer.
  • Online Booking: Offer an option for patients to book appointments from your website. Configure the preferences for when patients can book appointments and add to your website.

  • Patient Forms: Archy starts you off with templates for Medical History, Dental History, and Consent forms. Customize these forms and add your own to fit your practice. Also, set up kiosk mode so forms can be completed on tablets in your office.

  • Clinical Note TemplatesCreate templates to quickly complete clinical notes. Customize your templates to reduce the number of clicks and typing you need to complete for each note.

  • Charting Quick Select Buttons: Make charting easy with just one click to add a procedure, including surfaces and tooth selection.

  • Custom Adjustment Types: Specify a set list of adjustment categories that your employees can select from when creating adjustments in billing.

  • Lab Case Tracking: Set up information about the labs your practice works with, to ensure easy tracking of lab cases.
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