Account Module Preferences

In the Main Menu, click Setup, Account.

Alternatively, click Setup, Module Preferences, Account tab.

Payments

Automatically store credit card tokens: If using XCharge (OpenEdge) or PayConnect Window, this option is usually checked. It determines the default setting for the Save Token check box when charging a credit card using XCharge or PayConnect. A token is encrypted credit card information (card number and expiration date). Tokens must be stored to use CC Recurring Charges.

Patient Payments Use: Determines the default clinic for patient payments (Payment window). There are three options:

Payments prompt for Payment Type: Determines whether or not a payment type is automatically selected when entering a patient payment.

Default unearned type for unallocated paysplits: Set the default Unearned Type for paysplits that are not allocated to production. Customize options in Definitions: PaySplit Unearned Types. Defaults to Prepayment.

Allow future dated payments (not recommended): Determines whether or not users can enter future dated patient payments.

Note: We do not recommend allowing future dated payments and other debits (credits) because it can cause accounting problems and violate generally accepted accounting principles (GAAP). Only enable this preference at your own risk.
  • When you DO NOT include future dated debits in balance calculation, a patient may appear to owe the debit amount and you may attempt to collect it (again).
  • When you DO include future dated debits in balance calculation, the balance on reports run on historical dates will not match the actual balance on the historical date since the future dated payment will be excluded.
  • If either this preference, or the preference for Allow future dated transactions (Misc section) are enabled, future dated patient payments are allowed.
  • If both this preference, and the preference for Allow future dated transactions (Misc section) are disabled, future dated patient payments are not allowed.

Allow emailing credit card receipts: Determines whether or not the Email Receipt button is enabled in the Payment window.

Allow prepayments to providers: Determines whether to allow or prevent a user from assigning a provider to a prepayment.

Note: One reason for this preference is that some provider contracts may require the owner to pay providers on unearned income. For example, this makes sense for orthodontists who would otherwise remain unpaid when treatment is lengthy. Allowing unearned income to have a provider, even when Rigorous Paysplits is turned on, is how to accomplish this. When the unearned income is allocated to a procedure later, a negative paysplit will be made along with a positive paysplit to move the money to the procedure (allocate it). If the same provider was paid previously that has now completed the procedure(s), the net income for that provider due to the allocation is zero. If the provider is different, there will be negative income for one provider and positive for the other.

Allow negative production to be transferred as income: Determines whether unallocated, negative production (e.g. negative adjustments, procedures with a negative fee) can be transferred to patient income via an income transfer.

Adjustments

Finance charge adj type: Select the adjustment type created for Finance Charges.

Billing charge adj type: Select the adjustment type created for Billing Charges.

Late charge adj type: Select the adjustment type created for Late Charges.

Payment Plan adj type: Set the negative adjustment type used when adding payment plan adjustments.

Sales Tax percentage: Set the sales tax percentage.

Sales Tax adj type: Select the default adjustment type for Sales Tax. Only addition adjustment types show as options. Customize adjustment type options in Definitions: Adj Types.

Sales Tax Default Provider: Determines the provider assigned to sales tax adjustments. Selecting 'None' will use the Practice default provider or if Clinics are enabled, will use the default provider of the clinic assigned to the procedure.

Automate Sales Tax: Determines whether sales tax adjustments are automatically created for completed procedures marked as Is Taxed.

Bad Debt Adjustment Types: Mark specific adjustment types as Bad Debt (debts that won't be recovered). This data can be used in custom queries.

  1. Click Edit to view a list of available adjustment types.
  2. Highlight the adjustment types to mark as bad debt. Press Ctrl while clicking to select multiple options.
  3. Click OK. The bad debt adjustment types will list.

Currently selected bad debt adjustment types are highlighted in blue. Check Show hidden to reveal adjustment types marked as hidden.

Insurance

Show provider income transfer window after entering insurance payment:

Set medical claims to institutional when using medical insurance:

Claim Form treating provider shows 'Signature On File' rather than name:

PPO write-off description (blank for "Write-off"): Determines the wording for insurance write-offs used in the Description column of Account module and on statements. The default will be Write-off if left blank.

Claim Attachment Export Path: Enter the path to the folder where images attached to a claim will be exported. See Claim.

On medical e-claims, send treating provider as ordering provider by default: Set the default ordering provider sent in medical e-claims. Also see E-Claims Complexities.

On e-claims, send treating provider info for each separate procedure: Only applies to e-claims. Paper claims have no place to include information for more than one treating provider. This option should be checked unless you have a very good reason for needing to not send information about treating providers.

Require ACN# in remarks on claims with ADDP group name: Claims created with group name ADDP will prompt for an ACN number. This was added for one specific customer, and can be ignored by most practices.

Allow procedure adjustments from Edit Claim window:

Payment exceeds procedure balance: Determines whether or not users are allowed, warned, or blocked from allocating an insurance payment that is greater than the procedure's remaining balance (procedure fee - payments - writeoffs + adjustments).

Allow future payments: Determines whether or not users are allowed to enter insurance payments with a future Payment Date.

Note:
  • If either this preference or the preference for Allow future dated transactions are enabled, future dated insurance payments are allowed.
  • If either this preference or the preference for Allow future dated transactions are disabled, future dated insurance payments are not allowed.

Claim Identification Prefix: Change the default format of the claim ID. This number is assigned to a claim using the prefix selected, then adding an auto-generated claim number. Useful for internal tracking of claims. Click Replacements to select a prefix.

Creating claims with $0 procedures: Determines whether users are allowed, warned, or blocked from creating claims with $0 procedures.

Note: Clicking New Claim with no procedures selected will skip unsent $0 procedures, regardless of this preference value.

Exclude 'None' as an option on Custom Tracking Status: Determines whether None is an available status option in the Edit Claim - Status History Tab.

Disallow write-offs greater than the adjusted procedure fee: Determines whether or not write-offs can be greater than the procedure fee (fee - adjustments).

Prompt for secondary claims: Determines how secondary insurance claims are handled.

Recalculate estimates for received claim procedures: Determines if estimates can be changed for a procedure that has been received.

Canadian PPO insurance plans create lab estimates: Determines if lab fee estimates should be created for PPO insurance plans.

Note: This feature is only available for Canadian databases. See Canada Lab Fees for more details.

Allow primary claim status to be 'Hold until Pri Received': Determines whether primary insurance claims can be manually marked as Hold until Pri Received.

Show Payment Tracking column in the Edit Claim/Payment windows: Determine whether or not to display a Payment Tracking column in the Edit Claim window and Receive Claim window.

Show Patient Responsibility column in Edit Claim/Payment windows: Determine whether or not to display a Patient Responsibility column in the Edit Claim window and Receive Claim window.

Misc

Balances don't subtract insurance estimate: Be careful. This will cause estimated balances due to exclude estimated insurance payments. This is generally only used if your patients are responsible for all treatment as it is done, and you don't accept assignment of insurance benefits. All insurance payments then go directly to the patients without involving the dental office.

Aging calculated monthly instead of daily:

Show payment numbers in Account Module: This is needed for countries outside the U.S. and in Canada.

Use UCR fee for billed fee even if PPO fee is higher: Set which fee is used as the billed fee when a PPO fee is higher than the UCR fees (PPO Insurance Plan only). Typically, if the PPO fee is higher than a provider's UCR fee, the PPO fee is used as the billed fee.

Invoices' payments grid shows write-offs: Determines whether or not insurance write-offs are included in the Payments grid on invoices.

Prompt user to allocate unearned income after creating a claim: Determines whether or not the user will be prompted to allocate unearned income to completed procedures when creating a claim.

Allow future dated transactions: Determines whether transactions can be future dated.

Transactions attached to procedure offset each other before aging: Determines whether credits attached to a procedure apply to the procedure's charges before aging.

Pay Plans

Payment Plans exclude past activity by default: Determines the default state for the Exclude Past Activity check box on the Payment Plan.

Pay Plans use Sheets: Determines whether printed payment plans will use the classic layout or a custom layout designed in sheets.

In eClipboard, save signed Payment Plans as PDF: Determines if Payment Plans signed within the eClipboard App are saved to the Imaging Module.

Pay Plan charge logic: Determines how charges and credits for Patient Payment Plans show in the patient account ledger and whether they affect balances, aging, and reports. This logic does not apply to insurance payment plans and will continue to use the old logic

Hide "Due Now" in Payment Plans Grid: Determines whether the payment plan due now amount shows. This option is only available when the Pay Plan charge logic is set to Age Credits and Debits (default).

Dynamic Pay Plan run time: Choose a time of day when the Open Dental Service will calculate charges for Dynamic Payment Plans.

Dynamic payment plan prepayment type: Set the default Unearned Type for prepayments to dynamic payment plan charges. Customize options in Definitions: PaySplit Unearned Types. Only unearned types marked as Do Not Show on Account are listed. Defaults to Payment Plan Prepay.

Commlogs

Commlogs auto save: Determines whether or not Commlog entries save every ten seconds automatically after a change is made.

Show family commlog entries by default: Determines whether family commlogs show by default. You must restart Open Dental on all workstations for this preference to take effect.

Recurring Charges

Recurring charges use primary provider: Determines to which provider Recurring Charge payments will be applied to if Paysplit allocations is set to Rigorous.

Recurring Charges use transaction date: Select how the payment date is determined when running recurring charges.

Recurring charges show inactive charges by default: Determines the default setting for Show Inactive Charges in CC Recurring Charges.

Recurring charges run automatically: Option to automate the recurring charge tool to run at a specific time during the day.

Recurring charges run time: Set the time of day to automatically run the recurring charge tool. Use a 12-hour or 24-hour time format (include AM or PM).

Note: X-Web must be enabled for X-Charge users to use Recurring Charges.

Pay type for CC: Select a payment type to assign to credit card payments processed through the CC Recurring Charges tool. Selecting (default) will use the payment type assigned in the XCharge Setup, PayConnect Setup, and PaySimple Setup, payment settings. ACH recurring charges will use the type assigned in the Payment Type ACH dropdown of the PaySimple Setup window.

Allow recurring charges to run in the absence of a patient balance: Determines whether or not the Run charge even if no patient balance present check box is an available option in the Credit Card Edit window.

Automatically inactivate declined cards: Determines how declined cards are handled during Recurring Charges.

Repeating Charges

Repeating Charges in Show Features must be enabled to use these preferences.

Repeating charges runs aging after posting charges: Determines whether or not Aging is run after repeating charges are posted through the automated repeating charge service or repeating charges tool.

Repeating charges run automatically: Option to automate repeating charges to run at a specific time each day.

Repeating charges run time: Set the time of day to automatically post repeating charges. Use a 12-hour or 24-hour time format and include AM or PM. The OpenDentalService must be installed and running during the scheduled run time.