Account Module Preferences
In Account Module Preferences, set the default options and settings for the Account module. Preferences are divided into three tabs:
In the main menu, click Setup, Account or Setup, Module Preferences, Account tab.
Automatically store credit card tokens: If using X-Charge or PayConnect, this option is usually checked. It determines the default setting for the 'Save Token' checkbox when a charging a credit card using X-Charge or PayConnect. A token is encrypted credit card information (card number and expiration date). Tokens must be stored to use Recurring Charges.
- Checked: Set the default setting for the 'Save Token' box to checked.
- Unchecked: Sets the default setting for the 'Save Token' box to unchecked. Useful when you require the credit card to be presented for all transactions.
Patient Payments Use: Determines the default clinic for Patient Payments. There are three options:
- SelectedClinic: Use the clinic selected in the main menu under Clinics.
- PatientDefaultClinic: Use the patient's default clinic as set on the Edit Patient Information window. If the patient's clinic is 'Unassigned', the default clinic will be 'none'.
- SelectedExceptHQ: Use the clinic selected in the main menu, unless it is Headquarters. In that case, use the patient's clinic.
Payments prompt for Payment Type: Determines whether or not a payment type is automatically selected when entering a patient payment.
- Checked: Users must manually select the payment type when entering a payment (no default selected).
- Unchecked (default): The first payment type in the list will be selected by default when entering a patient payment.
Default unearned type for unallocated paysplits: Set the default Unearned Type for pay splits that are not allocated to providers. Options can be customized in Definitions, PaySplit Unearned Types. Defaults to Prepayment.
charge adj type: Select the type of Adjustment that will be created when you apply Finance Charges to an account.
Billing charge adj type: Select the type of Adjustment that will be created when you apply Billing Charges to an account.
Sales Tax adj type: Select the default Adjustment Type to use when a Sales Tax is applied to a procedure (e.g. Sales Tax). Only 'addition' adjustment types show as options.
Sales Tax Percentage: Set the sales tax percentage to apply.
Bad Debt Adjustments: Mark specific Adjustment Types as Bad Debt (debts that won't be recovered). This data can be used in custom queries.
- Click Edit to view a list of available adjustment types.
Currently selected bad debt adjustment types are highlighted in blue. Check Show hidden to reveal adjustment types marked Hidden.
- Highlight the adjustment types to mark as bad debt. Press Ctrl while clicking to select multiple options.
- Click OK. The bad debt adjustment types will list.
Allow future dated payments (not recommended): Determines whether or not users can enter future dated patient payments.
- Checked: Allow users to enter future dated payments.
- Unchecked: Block users from entering future dated payments.
Note: While we allow you to do so, we do not recommend allowing future dated payments and other debits (credits) because it can cause accounting problems and violate generally accepted accounting principles (GAAP). Only enable this preference at your own risk.
- When you DO NOT include future dated debits in balance calculation, a patient may appear to owe the debit amount and you may attempt to collect it (again).
- When you DO include future dated debits in balance calculation, the balance on reports run on historical dates will not match the actual balance on the historical date since the future dated payment will be excluded.
Allow emailing credit card receipts: Determines whether or not the Email Receipt button is enabled in the Payment window.
- Check: Enables Email Receipt button in Payment window after a credit card transaction has been completed.
- Uncheck: Hides the Email Receipt button.
Enforce Valid Paysplits: Determines whether or not users are forced to allocate to procedures and Unearned Income.
- Enforce Fully: Open Dental will automatically suggest Pay Splits allocated to procedures, procedure treating provider, default clinic, and default unearned income types. Users can modify suggested pay splits, but are required to allocate pay splits to procedures or unearned income types.
- Auto-Split Only (default): Open Dental will automatically suggest Pay Splits allocated to procedures, procedure treating provider, default clinic, and default unearned income types, but user can modify splits or choose to remove allocations to procedures or unearned income types.
- Don't Enforce (old behavior): Open Dental will only suggest pay splits allocated to the procedure's treating provider. Users are not required to allocate pay splits to procedures or unearned income types.
Payments prompt for auto split: This preference was replaced by Enforce Valid Paysplits in version 17.3. Select pay split prompt options.
- DoNotUse: This is old behavior. When user clicks OK on a payment, they will be asked 'Apply part of payment to other family members?' Answering yes will auto-create pay splits: one for the patient and another for other family members. Answering no will create a single pay split for the total payment amount allocated to the patient's primary provider.
- Prompt: When there are no pay splits and a user clicks OK on a payment, they will be asked 'Would you like to autosplit the payment to outstanding family balances?' Answering yes will open the Pay Split Manager. Answering no will create a single Pay Split for the total payment amount allocated to the patient's primary provider.
- Forced: When there are no pay splits and a user clicks OK on a payment, the Pay Split Manager will open automatically with suggested pay splits.
Selecting this option removes the Pay/Transfer button above the Family Balance grid on the Payment window. These buttons may be needed if you recently had a data conversion and are still cleaning up family balances with Income Transfers.
- Procedure Forced: Force payments to have pay splits that are attached to a procedure, unless the pay split is unallocated (provider = none, procedure = none). Unallocated payments will not have to be attached to a procedure.
Enforce Valid Adjustments: Determines whether clinic and provider of adjustments match clinic and provider of attached procedures. Also whether attaching adjustments to procedures is required or optional. Setting will only apply when using the Adjustment button in the account module toolbar and to new adjustments or changes to adjustments. note: Attaching adjustments through the Edit Procedure window will always assign the procedure clinic and provider to the adjustment.
- Enforce Fully: Attaching procedures to adjustments is required. Clinic and provider assigned will be the same as procedure. Users with the Setup security permission may edit the adjustment to assign a different clinic and provider than the attached procedure.
- Link Only: Clinic and provider assigned will be the same as procedure. Users may edit the adjustment to assign a different clinic and provider than the attached procedure.
- Don’t Enforce: The patient’s default clinic and provider will be assigned to the adjustment. Users may edit the adjustment to assign to the same clinic and provider as the procedure.
Auto-split payments preferring: Determines the logic for automatic Pay Split Allocation suggestions.
- Adjustments (default): Open Dental will automatically suggest pay splits allocated to the oldest positive adjustment, then follow FIFO (First In First Out) accounting logic for the remaining outstanding charges.
- FIFO: Open Dental will automatically suggest Pay Splits allocated to the oldest, completed procedures with outstanding charges.
Hide paysplits from payment window by default:
- Checked: Current Pay Splits and Outstanding Charges will be hidden by default when the Payment window is opened.
- Unchecked: Current Pay Splits and Outstanding Charges will show by default when the Payment window is opened.
Show provider income transfer window after entering insurance payment:
Set medical claims to institutional when using medical insurance:
- Checked: The default Claim Type will be set to 'institutional' when a medical claim is created.
- Unchecked: The default claim type will be set to 'medical' when a medical claim is created.
Claim Form treating provider shows Signature On File rather than name:
- Checked: If the provider also has 'Signature on File' checked on the Edit Provider window, 'Signature on File' will print in the TreatingDentistSignature field on the ADA claim form.
- Unchecked: If the provider also has 'Signature on File' checked on the Edit Provider window, the provider's name will print in the TreatingDentistSignature field on the ADA claim form.
PPO writeoff description (blank for "Writeoff"): Determines the wording for insurance writeoffs used in the Description column of Account module and on statements. The default will be "Writeoff" if left blank.
Claim Attachment Export Path: Enter the path to the folder where images attached to a claim will be exported. See Claim - General tab.
On medical e-claims, send treating provider as ordering provider by default: Sets the default ordering provider sent in medical e-claims. Also see E-Claim Complexities.
- Checked: The procedure's treating provider will be the default ordering provider.
- Unchecked: There will be no default ordering provider.
On e-claims, send treating provider info for each separate procedure: Only applies
to E-claims. Paper Claims have no place to
include information for more than one treating provider. This option should be checked unless you have a very good reason for needing to not send information about treating providers.
Require ACN# in remarks on claims with ADDP group name: This was added for one specific customer, and can be ignored by everyone else.
Allow procedure adjustments from claim window:
- Checked: Right click procedures on the Edit Claim window to add a procedure adjustment.
- Unchecked: The right click Add Adjustment option will not be available.
Credits greater than proc fee: Determines whether or not users are warned or blocked from allocating an insurance payment that is greater than the procedure fee. Looks at the sum of insurance payments, writeoff, adjustments, and patient payments allocated to the procedure.
- Allow: Users can allocate an insurance payment that is greater than the procedure fee and will not be warned the total credits are greater than the procedure fee.
- Warn: Users can allocate an insurance payment that is greater than the procedure fee but will receive a warning when total credits are greater than the procedure fee.
- Block: Users will not be allowed to finalize insurance payments for insurance amounts that are greater than the procedure fee. They will receive a prompt detailing the total credits but will not be allowed to proceed with the payment.
Allow Future Payments: Determines whether or not users are allowed to enter insurance payments with a future Payment Date.
- Checked: Create an insurance payment with a future payment date. Reports will not reflect this payment until the payment date.
- Uncheck: Prevent users from entering a payment with a future payment date. Users will be prompted with a warning message and they will not be able to finalize the payment until the date is changed.
Claim Identification Prefix: Change the default format of the claim ID. This number is assigned to a claim using the prefix selected, then adding an auto-generated claim number. Useful for internal tracking of claims. Click Replacements to select a prefix.
Misc Account Tab
Balances don't subtract insurance estimate: Be careful. This will cause estimated balances due to exclude estimated insurance payments. This is generally only used if your patients are responsible
for all treatment as it is done, and you don't accept assignment of insurance benefits. All insurance payments
then go directly to the patients without involving the dental office.
- Unchecked (default): Balance due in the Account module and statements will include estimated insurance payments. The captions in the Account module will be Total, InsEst, Est Bal (bold red), and Pat Est Bal.
- Checked: Balance due in the Account module and statements will exclude estimated insurance payments. The captions in the Account module will be Balance (bold red), Ins Pending, After Ins, Pat Est Bal.
Aging calculated monthly instead of daily:
- Unchecked (default): Aging is automatically calculated daily. This is the recommended setting.
- Checked: Aging must be manually updated using the aging tool. The patient's Account will be based on the
last calculated date. We also recommend setting Global Lock Dates.
Show Payment Numbers in Account Module: This is needed for Foreign Countries and in Canada.
- Checked: Payment numbers will show in the payment description.
- Unchecked: Payment numbers will not show in the payment description.
Statements use Sheets: Select whether statements will use the classic layout or a custom layout designed in Sheets.
- Unchecked (default): Statements will use the classic statement layout (not Sheets).
- Checked: Statements will use the custom statement designed using Sheets. See Customize a Statement Using Sheets.
Show Family Comm Entries By Default:
- Checked: The 'Show Family Comm Entries' box in the Account module, Show tab is checked by default.
- Unchecked: This box is not checked by default.
Recurring charges use primary provider: Determines to which provider Recurring Charge payments will be applied.
- Checked: Payments will be applied to the patient's primary provider.
- Unchecked: Payments will be applied to the provider that the family owes the most money to.
Use UCR fee for billed fee even if PPO fee is higher: This preference allows you to set which fee is used as the billed fee when a PPO fee is higher than the UCR fees (PPO plan types only). Typically, if the PPO fee is higher than a provider's UCR fee, the PPO fee is used as the billed fee.
- Unchecked: For all PPO plan types, the PPO fee will be used as the billed fee if it is higher than the provider's UCR fee.
- Checked: For all PPO plan types, the UCR fee will be used as the billed fee, even if the PPO fee is higher.
Recurring Charges use transaction date: Select how the payment date is determined when running Recurring Charges.
- Unchecked: Payments will use the date the charge is scheduled to be processed, when Authorizing Recurring Charges.
- Checked: Payments will use the transaction date (the date the recurring charge is run).
Invoices' payments grid shows writeoffs: Determines whether or not insurance writeoffs are included in the Payments grid on Invoices.
- Checked: Include insurance writeoffs for procedures in the Payments grid ('Statements use Sheets' preference must be enabled).
- Unchecked: Do no include insurance writeoffs.
Prompt user to allocate unearned income after creating a claim: Determines whether or not the user will be prompted to allocate unearned income to completed procedures when creating a claim.
- Checked: When a claim is created, the payment window will prompt the user to allocate unearned income to completed procedures (if there is unearned income not yet allocated).
- Uncheck: Prevents the payment window from prompting the user to allocate unearned income.
Payment Plans exclude past activity by default: Determines the default state for the 'Exclude Past Activity' checkbox on the Payment Plan window.
- Checked: The box is checked by default.
- Unchecked: The box is unchecked by default.
Pay Plans use Sheets: Determines whether printed payment plans will use the classic layout or a custom layout designed in Sheets.
- Unchecked (default): Printed payment plans will use the classic format (not Sheets).
- Checked: Printed payment plans will use the custom payment plan layout designed using Sheets. A payment plan sheet can allow an electronic signatures. See Customize Printed Payment Plan Terms using Sheets.
Pay Plan Charge Logic: Determines how payment plan charges and credits show in the patient account ledger and whether they affect balances and aging.
- DoNotAgePaymentPlans (old behavior): Payment plan debits, credits, and payments only show within the Payment Plan and will not affect balance or aging.
- Payment plan information only shows in the Payment Plans grid. Double clicking the plan row is the only way to view payment plan payments.
- One payment plan credit (PayPln) will show as a single line item in the patient account ledger, thus reducing the total account balance by the amount. The credit amount is based on the Tx Completed Amt set in the payment plan.
- Other payment plan credits, debits, and payments do not show in the ledger nor do they affect balances or aging.
- The total A/R in the Aging of A/R report will not include payment plan due amounts.
- Only changes to the Tx Completed Amount affect aging and production and income reports.
- AgedCreditsandDebits (recommended): Payment plan debits, credits, and payments will show as line items in patient account ledger and affect balances and aging.
- Payment plan amounts due (PayPln: Debit) and credits (PayPln: Credit) show as line items in the patient account ledger.
- Payment plan payments show in the account ledger.
- Payment plan due amounts are included the patient's balance.
- Payment plan amounts due and payments are considered when calculating aging.
- Changes made to historical payment plan charges will affect historical information (e.g. Aging of A/R, Production and Income reports).
- AgedCreditsOnly: Patients are credited for payment plans when the credit comes due, but debits all exist separately from the account ledger.
- Each payment plan credit line item will show in the account ledger, sorted by Tx Credit date.
- Payment plan debits (amounts due) only show in the Payment Plan grid. They do not show in the account ledger.
- Payment plan amounts due will not be considered when calculating balances and aging.
- Changes made to historical payment plan credits will affect historical information (e.g. Aging of A/R, Production and Income reports).
In version 17.2 and earlier, this preference was a checkbox named 'Display PayPlanCharges as line items in Account Module and Aging of A/R'.
- Unchecked: Payment plan debits, credits, and payments only show within the Payment Plan and will not affect balance or aging.
- Checked: Turn on 'Line Item Payment Plans' (see above).
Hide "Due Now" in Payment Plans Grid: Only shows when 'Pay Plan Charge Logic' is set to 'AgedCreditsAndDebits'. Select whether to label the last column in the Payment Plan grid to Closed or Due Now.
- Checked: The last column will be labeled Closed and indicate when the plan is closed and show no amounts.
- Unchecked: The last column will be labeled Due Now and show Due Now amount until the payment plan is closed.