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Manage Module Preferences 

Here you can set default options and settings for features in the Manage module. Check a box to turn a preference on; uncheck a box to turn it off.

In the main menu, click Setup, Manage, Manage Preferences or Setup, Module Preferences, Manage tab.

Send all new prescriptions to electronic queue:  Only added for 2011 EHR certification.

Time Card first day of week for overtime:  If using time cards, set the first day of the week used to calculate weekly overtime (over 40 hours). See Time Card Manage.

ADP Export includes employee name:  Select whether or not to include employee names when exporting time card data in ADP format.  This information is not needed by ADP, but may make output more readable.

  • Checked: Include employee names.
  • Unchecked: Do not include employee names.

Claim Send window validate on load (can cause slowness): Select when to validate e-claim information on the Insurance Claims window.

  • Checked: Open Dental will validate e-claim information when the Insurance Claims window is loaded. If using Clinics, this option can cause slowness.
  • Unchecked: Open Dental will validate e-claim information when sending.

Select all provider/employees when loading schedules: Determines whether providers and employees are automatically selected by default when you open the Schedules window (Setup, Schedules).

  • Checked: All providers and employees are highlighted by default when you open the window.
  • Unchecked: No providers or employees are highlighted by default when you open the window.

Billing and Statement Options: The options below affect Billing defaults and what shows on statements generated from the Billing List or generated one at a time (see Generating Single Statements).

Show return address:

  • Checked: Show the Practice or Clinic address as the return address.
  • Unchecked: No return address shows.

Show credit card info: Affects statements generated via the Billing List only.

  • Checked: Credit card information shows so patients can enter credit card information.
  • Unchecked: Credit card information doesn't show.

Show notes for payments: 

  • Checked: Notes entered on the Payment window show with any payment entries. These notes always show in the Patient Account Grid in the Account module.
  • Unchecked: Notes entered on the Payment window don't show.

Show notes for adjustments: 

  • Checked: Nnotes entered on the Adjustment window show with any adjustment entries.  These notes always show in the Patient Account Grid in the Account module.
  • Unchecked: Notes entered on the Adjustment window don't show.

Show procedure breakdown:

  • Checked: Additional financial information will show in the Description column for each procedure (e.g. patient portion, insurance paid, writeoff, adjustment). This information will show regardless of whether the "Show Proc Breakdowns" box is checked in the Account module show tab.
  • Unchecked: This information will not show.

Account Numbers use: Select whether to use Chart Number or PatNum for the account number.

Days to calculate due date. Usually 10 or 15. Leave blank to show "Due on Receipt":  Enter the number of days that will be used to calculate the Due Date on Statements.

Days in advance to bill payment plan amounts due. Usually 10 or 15:  Enter the number of days in advance of a payment due date that statements will be triggered to print when running Billing.  See Payment Plans.

Account module statements default to intermingled mode: 

  • Checked: Statements generated from the Account module default to intermingle family members (mix patients in the same family together in one grid and sorted by date). 
  • Unchecked: Statements generated from the Account module do not intermingle families by default (each patient will have a section on the statement).

Max number of statements per batch: Enter the maximum number of statements that will be considered a 'batch' when sending statements via the Billing List. Enter 0 to set no limit. Useful for large offices that send many statements.

Show progress when sending statements: Determines whether or not a progress bar shows when 'sending' statements via the Billing List.

  • Checked: A progress bar does show that includes options for pause, resume, cancel.
  • Unchecked: A progress bar will not show.

Batch Insurance Payments: Show received claims after:

Finalize Claim Payments in Batch Insurance window only:

 

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