Here you can set default options and settings for features in the Manage Module. Check a box to enable a preference; uncheck a box to disable.

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). Setting up Time Cards

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 (Managing Insurance Claims).

• Checked: Open Dental will validate e-claim information when the Insurance Claims window is loaded. When 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 (Schedule Setup).

• 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.

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: Notes entered on the Edit 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, write-off, adjustment).
• 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 Patient 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.

Show claims received after days (blank to disable): Enter number of days past here. Zero dollar insurance claim payments received after the number of days entered will show in the Batch Insurance Payments window (Batch Insurance Payments). If left empty, zero dollar insurance claim payments will be hidden.

Finalize Claim Payments in Batch Insurance window only:

• Unchecked: Users can finalize claims from the Edit Claim Window or the Batch Insurance Payments window.
• Checked: Users can only finalize claims from the Batch Insurance Payment window. They will be blocked from finalizing claims on the Edit Claim window.

ERAs print one page per claim: When printing Electronic EOBs (ERA 835s), print one page for each claim listed.

Insurance Payments: Show Auto Deposit: Determines whether or not automatic deposits for claim payments is enabled or disabled.

• Checked: Automatically create deposits when Finalizing Insurance Payments.
• Unchecked: Do not automatically create deposits.