New Ownership Checklist

If you are selling your practice that uses Archy to another Dentist or if you recently purchased a practice that uses Archy, use this checklist to ensure all items are updated with the proper information for a smooth transition. 

Practice Setup (Settings -> Practice Setup)

• Business Information

  • Update the Business Name (Legal Business Name)
  • Update the DBA (Doing Business As)
  • Billing Address (if different than Practice address)
  • Tax ID
• Contact Archy support to update the following:
  • Owner Name

• Contact Details 

  • Update Email
  • Select new Office Representative (if changed)

• Hours of Operation

  • Update Practice hours (if changes are necessary)
  • Update Holiday Calendar (if changes are necessary)

Claims (Settings -> Claims)

• DentalXChange

  • Update Billing Provider Type
    • Update Billing Provider NPI
  • DentalXChange Login
    • Log in to DentalXChange using the link and update the billing provider information and rendering provider information.

Payments (Settings -> Payments)

• Contact Archy Support to update the following: (if using Finix)
  • Add New Owner to Finix Dashboard

• Payment Processing (if using Finix)

  • Click the Dashboard
  • Update any new banking information (if changes are necessary)