Family Module Preferences
Here you can set default options and settings for the Family module. Check a box to turn a preference on; uncheck a box to turn it off.
In the main menu, click Setup, Family/Insurance, Family Preferences, or Setup, Module Preferences, Family tab.
InsPlan option at bottom, 'Change Plan for all subscribers', is default: Normally checked. Sets the default setting for the Change Plan for all subscribers radio button on the Edit Insurance Plan window.
Insurance defaults to PPO percentage instead of category percentage plan type: Sets the default Plan Type when you create a new insurance plan.
Use Blue Book: Turn on/off the Blue Book feature.
Insurance plans default to show UCR fee on claims: Set the default setting for the 'Claims show UCR fee, not billed fee' box for Category Percentage plan types.
Insurance plans default to assignment of benefits: Set the default setting for the Assignments of Benefits checkbox when adding a new insurance plan.
Coordination of Benefits (COB) Rule: Set the default COB Rule selected when add a new insurance plan.
Text Msg OK status, treat ?? as No instead of Yes: Set the behavior of ?? for Text OK on the Edit Patient Information window.
Allow Guarantor access to family health information in the patient portal: Determines whether guarantors will have access to other family member's health information in the Patient Portal. This is a global setting.
Calculate secondary insurance PPO writeoffs (not recommended, see manual): We do not recommend turning this preference on.
Show Google Maps in patient edit: Determines whether the Show Maps button is visible on the Edit Patient Information window.
Primary Provider defaults to 'Select Provider' in patient edit and add family: Determines the default settting for the Primary Provider when a new patient is added (Edit Patient Information and Add Family window).
Superfamily sorting strategy: Determines the order of Superfamily names as they appear in the Family module. Refresh the Family module to view changes. The super head will always show at the top of the list regardless of sorting strategy.
Allow syncing patient information to all super family members: Determines whether the 'Same for entire super family' checkbox shows on the Edit Patient Information window for the head of the super family. This box allows you to make the address and phone information for all super family members match the address and phone information of the super head.
Copy super guarantor's primary insurance to all new super family members: Determines whether or not the user is prompted to copy the super head's primary insurance plan when adding a new family to a superfamily. Useful for patients in nursing home situations.
Claim Snapshot: Determines when a snapshot of writeoff and insurance payment estimate amounts is captured. This feature populates the Est Writeoff and Change in Writeoff columns in the Provider Payroll report. Claim snapshot can also be used to run a custom query to determine if any writeoff estimates or insurance payment estimates have changed since your initial trigger.
Technical details: If using the OpenDentalService for Claim Snapshot, today's date is taken from the DateComplete column instead of the ProcDate column.
Use the description for the charted procedure code on printed claims: Determines the procedure description used on printed claims when the charted procedure code description is different than the base procedure code description (e.g. when the description for D2999b (charted) is different than the description for D2999 (base)).
Note: This preference will not affect alternate or medical codes.
Require error code when adding custom claim tracking status:
Open Dental Software 1-503-363-5432