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Super Families

In the Family Module, super families can be used to group patients that are related in some way. For example, a super family could consist of all patients in a particular nursing home, a split family due to divorce, or members of an athletic team getting mouthguards. You can bill families individually or create super statements that include the account activity for all super family members.

The guarantor of the first family added to a super family is considered the super head. This family is listed first in the Family module, Super Family grid in bold red.

  • To quickly switch between families or patients, click on a name.
  • The sort order of families is determined by the super family sorting strategy selected in Family Module Preferences.
  • If a family's guarantor is included in super family billing, an X shows in the Stmt column.
  • To add the name of the super head to the Patient Information area, add 'Super Head' to Fields Showing in DisplayFields, PatientInformation.

Turn on Super Families

To use this feature, turn on Super Families in Show Features and restart Open Dental. If you plan on using super statements, also turn on the Account Module Preferences for 'Statements use Sheets'. The following options will then be available in the Open Dental interface.

Set default options in Family Module Preferences, Super Family tab:

  • Super family sorting strategy.
  • Allow syncing patient information to all super family members.
  • Copy the super head's primary insurance to all new super family members.
  • If using Patient Clones, opt to place new patient clones in a new family and associate them with original patients via super family.

Create a Super Family / Add Super Family Members

To create a super family, first add the super head, then add other families.

  1. Select the patient (guarantor) who will be the super head.
  2. In the Family module toolbar, click SuperFamily: Add. The first time you click it, all family members of the super head will list in a new Super Family section (in bold red).
  3. To add other families to the super family:
    1. Click Super Family: Add again.
    2. Select the patient.
    3. If you have turned on the prompt to copy the super head's insurance to new members of the new family, a message will show

      Click Yes to copy the super head's primary insurance plan to the each patient in the new family. For each copied plan the following will occur:

      • The patient's Medicaid ID will be used as the Subscriber ID. If there is no Medicaid ID entered, you will be prompted to enter the subscriber ID on the Edit Insurance Plan Window.
      • The default Relationship to Subscriber will be set to 'Self'.
      • If the patient has no other insurance, the plan will added as the primary insurance (order = 1). If other plans are entered, the plan will be given then next available order number (order = 2, 3, etc).

      Click No to add the family without copying insurance plans.

Super Family Statements / Invoices

Statements and invoices can be sent to each family guarantor, or you can create super statements or invoices that are addressed to the super head, include account activity for all patients in the super family, and are grouped by the family guarantor.

Note:

  • 'Statements use Sheets' must be turned on in Account Module Preferences to generate super statements.
  • To be included in a super statement or invoice, each guarantor of a family must have 'Included in Super Family Billing' checked on the Edit Patient Information window.

Create a single super statement:

  1. Select any patient in the super family.
  2. From the Account Module, click the Statement dropdown, More Options. See Statement Window.
  3. Select Send to Super Family.
  4. Select other options as needed.
  5. Click Print, Email or OK to generate.

Create a super statement using the billing list:

  1. In the Manage Module, click Billing. See Billing Options.
  2. Check the Group by Super Family box.
  3. Click Create List. Only the super head will have a statement generated.
  4. Click Print, Email or OK to generate.

Create a super invoice:

  1. Select any patient in the super family.
  2. From the Account module, click the Statement dropdown, Invoice. See Invoices.
  3. Select the procedures.
  4. Select Send to Super Family.
  5. Select other options as needed.
  6. Click Print, Email or OK to generate.

All patients included in a super statement or invoice will have a statement entry added in their patient account ledger.

Remove a Patient/Family

To remove a patient/family from a super family, click on their name, then click Remove. The screen will switch to the removed guarantor's record. Any super statements generated for patients in the removed super family will no longer show in their patient account ledger.

Disband a Super Family

Disbanding a super family removes the relationship between all members of super family. A confirmation message will show to verify the removal. Any super statements generated for disbanded family members will no longer show in their patient account ledger.

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