In the Main Menu, click Setup, Family / Insurance, Family Preferences.

Alternatively, click Setup, Module Preferences, Family tab.

Here you can set default options and settings for the Family Module.

Insurance

InsPlan option at bottom, 'Change Plan for all subscribers', is default: Normally checked. Determines the default setting for the Change Plan for all subscribers radio button on the Insurance Plan.

• Checked: The radio button will default to checked, and changes to an insurance plan will apply to all subscribers.
• Unchecked: The radio button will default to unchecked and changes to an insurance plan will spawn a new plan.

Default new insurance plans to PPO Percentage plan type: Sets the default Plan Type when you create a new insurance plan.

• Checked: The default is PPO percentage. Useful for offices that see mostly PPO Insurance Plan.
• Unchecked: The default plan type is category percentage (Category Percentage Insurance Plan).

Co-pay fee schedules treat blank entries as zero: Set how blank entries in co-pay fee schedules are handled.

• Checked: Blank entries are treated as 0.
  • Example: UCR =$200, Contracted = $150, Write-off = 50, Copay = blank, Percentage = %100, Patient Portion = $0
• Unchecked: Blank entries are treated as 100% copay.
  • Example: UCR =$200, Contracted = $150, Write-off = 50, Copay = blank, Percentage = %100, Patient Portion = $150

Fixed benefit fee schedules treat blank entries as zero: Set how blank entries in fixed benefit fee schedules are handled.

• Checked: Blank entries are treated as 0.
  • Example: UCR =$200, PPO Fee = $150, Write-off = 50, Fixed = blank, Percentage = %100, Patient Portion = $150
• Unchecked: Blank entries are treated as 100% the PPO fee.
  • Example: UCR =$200, PPO Fee = $150, Write-off = 50, Fixed = blank, Percentage = %100, Patient Portion = $0

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.

• Checked: The box defaults to checked.
• Unchecked: The box defaults to unchecked.

Insurance plans default to assignment of benefits: Set the default setting for the Assignments of Benefits check box when adding a new insurance plan.

• Checked: The box defaults to checked.
• Unchecked: The box defaults to unchecked.

Calculate secondary insurance PPO write-offs (not recommended, see manual): We do not recommend turning this preference on.

• Unchecked: Secondary insurance plan write-offs will not be calculated (recommended).
• Checked: Secondary insurance plans with a PPO percentage plan type will calculate write-offs when the primary insurance does not have a write-off (not recommended).

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]).

• Unchecked: The base procedure code's description is used.
• Checked: The charted procedure code's description is used.

This preference will not affect alternate or medical codes.

Require error code when adding custom claim tracking status: Determines whether or not an error code must be selected when a custom Edit Claim - Status History Tab is selected.

• Unchecked: A claim tracking status can be added to a claim without selecting an error code.
• Checked: An error code must be selected when a claim tracking status is added to a claim.

Ins plan with exclusions use UCR fee (can be overridden by plan): For use with PPO plans where certain excluded procedures are allowed to be billed using UCR fee rather than a negotiated rate. Exclusions are defined using an Other Benefits exclusion rule, or for any benefit set to a 0% coverage level.

• Checked: Exclusions are billed at full UCR fee rather than negotiated rate with write-offs.
• Unchecked: Exclusions will be billed normally based on plan fee schedule.

Ins plans with exclusions mark as Do Not Bill Ins: Only for use if Exclusion Fee Rule is set to Use UCR Fee below, or in Insurance Plan, Other Ins Info tab.

• Checked: In addition to using UCR fee for procedure, exclusions will also be marked Do Not Bill Ins to prevent their inclusion on insurance claims.
• Unchecked: Exclusions will not be marked Do Not Bill Ins.

Miscellaneous

Text Msg OK status, treat ?? as No instead of Yes: Set the default the behavior of ?? for Text OK on the Edit Patient Information window. By default this box is checked.

• Checked: ?? will mean No and you will be unable to send text messages to this patient (text buttons will be disabled). This is the default.
• Unchecked: ?? acts as Yes for a patient's Text OK status. Text messages will be sent to the patient.

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 Feature. This is a global setting.

• Checked: Guarantor will have portal access to health information for all family members. This is the default setting.
• Unchecked: Guarantor will only have portal access to their own health information.

Show Google Maps in Patient Edit window: Determines whether the Show Maps button is visible on the Edit Patient Information window.

• Checked: The button shows. Click to open the patient's address in Google Maps.
• Unchecked: The button does not show.

Primary Provider defaults to 'Select Provider' in Patient Edit and Add Family windows: Determines the default setting for the Primary Provider when a new patient is added (Edit Patient Information and Add Family window).

• Checked: Primary provider dropdown defaults to Select Provider for new patients.
• Unchecked: When you click Add Pt on the Select Patient window, primary provider will default to default practice provider, or if using Clinics, the selected clinic's default provider. When you add a patient to an existing family (click Add in the Family module), the primary provider will default to the selected patient's primary provider.

New patient primary insurance plan sets patient billing type: Affects the billing type assigned to new patients. Customize options in Definitions: Billing Types.

• Unchecked: Billing type is assigned on the Edit Patient Information window.
• Checked: When a billing type is assigned to a newly created primary insurance plan, the patient's billing type on the Edit Patient Information window will change to match the insurance plan's billing type. Note that this only happens for new primary insurance plans; changing an insurance plan's billing type will not change the patient's billing type.

Show preferred referrals only in the Select Referral window by default: When adding a referral for a patient, show only referrals marked as preferred.

Autofill patient's email address with the guarantor's when adding many new patients: When adding a family using Add Many, autofill the guarantor's email address into other family members.

Allow new patients to be added with an unassigned clinic: Only visible when Clinics is turned on.

• Checked: Allow staff to add a new patient who has a clinic of Unassigned.
• Unchecked: Require staff to assign a clinic when adding a new patient.

Mask Patient Social Security Numbers: Determines if the patient SSN is masked in the Select Patient window, Edit Patient Information window, and Family Module. When masked, users with the Patient Social Security Number View permission can right-click on the SSN and view the full number.

• Checked: Mask all but the last 4 digits of the social security number. (e.g. xxxx-xx-1234).
• Unchecked: Do not mask the social security number.

Mask patient date of birth: Determines if the patient's date of birth is masked in the Select Patient window, Edit Patient Information window, and Family Module. When masked, users with the Patient Birthdate View permission can right-click on a birthdate to view it.

• Checked: Mask the patient date of birth. Only users with the Patient Birthdate View permission can unmask it.
• Unchecked: Do not mask the patient date of birth.

In Patient Edit window, checkboxes for "Same for Entire Family" default to unchecked: Determines whether Same for Entire Family checkboxes should default to checked or unchecked.

• Checked: When this preference is checked, Same for Entire Family checkboxes remain unchecked in the Patient Edit window.
• Unchecked: When this preference is unchecked, Same for Entire Family checkboxes remain checked in the Patient Edit window.

Coordination of Benefits

Coordination of Benefits (COB) Rule: Set the default Coordination of Benefits ( COB ) selected when adding a new insurance plan.

Send Paid By Other Insurance At: Determine how much information about primary paid amounts is sent to secondary claims. This setting is the default. Set an override for Carriers as needed.

• Claim Level: Send claim level paid amounts. (e.g. amount of the claim paid overall)
• Procedure Level: Send procedure level paid amounts. (e.g. amount of claim paid procedure by procedure)
• Both: Send both claim and procedure level paid amounts.

Super Family

Only an option if Super Family is turned on.

Super family sorting strategy: Determines the order of super family 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.

• NameAsc: Sort by last names in ascending alphabetical order (A-Z).
• NameDesc: Sort by last names in descending alphabetical order (Z-A).
• PatNumAsc: Sort by patient numbers in ascending order. The patient with the lowest number will be first, followed by patients with higher numbers.
• PatNumDesc: Sort by patient numbers in descending order. The patient with the highest number will be first, followed by patients with lower numbers.

Allow syncing patient information to all super family members: Determines whether the Same for entire super family check box 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.

• Checked: The check box will show on the Edit Patient Information window of the head of the super family.
• Unchecked: The check box will not show.

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 super family. Useful for patients in nursing home situations.

• Checked: When a new family is added to a super family, user will be prompted to copy the super head's primary insurance plan to all patients in the family. By default, the insurance plan will have a Relationship to Subscriber of self and use the patient's Medicaid ID as the Subscriber ID. If there is no Medicaid ID, user will be prompted to enter a subscriber ID.
• Unchecked: No prompt is given when a new family is added to a super family.

New patient clones use super family instead of regular family: Determines the family behavior for new Clone.

• Unchecked: New patient clones will inherit the family and super family of the original patient (old behavior).
• Checked: Place new patient clones in a new family, and, if no super family already exists for the original patient, create a new super family with the guarantor of the original patient as the super head and the clone as a super family member.