Printed Claim Forms are set up from the Claim Forms window.
In the Main Menu, click Setup, Family/Insurance, Claim Forms.
This page only contains information about Claim Forms that are printed. The information in a printed Claim Form does not affect what is sent in e-claims.
Open Dental includes multiple internal forms to choose from. Optionally, forms can be customized or new forms added.
Internal Claim Forms: The original Claim Form templates that come with Open Dental. Double-click a form name to open a read-only copy.
Custom Claim Forms: Claim Forms that can be customized, duplicated, imported, exported, or deleted. Double-click a form name to open Claim Form Edit.
Copy: Click to copy an Internal form to the Custom grid.
Set Default: The default Claim Form determines the default Claim Form when a new Insurance Plan is created. Highlight a custom form, then click to set as default. An X appears in the Default column.
Old Claim Forms associated with insurance plans can be reassigned to an updated form.
These options apply to forms in the Custom Claim Forms grid.
Add: Click to create new blank Claim Form. Opens Claim Form Edit.
Delete: Highlight a Claim Form, then click to delete. Only do this when the Claim Form is not in use by any insurance plans.
Duplicate: Highlight a Claim Form, then click to create a duplicate.
Export: Highlight a claim form, then click to export in XML format. When the Windows File Explorer opens, choose where to save the XML.
Import: Import a Claim Form. Most Claim Forms require an XML and a background image (GIF or JPEG). Save the XML file and the image file in the A to Z Folder (i.e., OpenDentImages folder). Click to select the file. The new form appears last in the Custom Claim Forms list. Once imported, the XML file is no longer needed by Open Dental, and can be deleted from the OpenDentImages folder.