Web Sched Carrier Rule

In Web Sched New Patient, click Insurance Rules.

Alternatively, in Web Sched Existing Patient, click Insurance Rules.

Web Sched Carrier Rules determine if patients are allowed to enter insurance information when scheduling an appointment via Web Sched New Patient or Web Sched Existing Patient.

Clinic: Select the clinic to apply settings to.

Enable for Web Sched New Patient: Enable Carrier Rules for Web Sched New Patient. If using clinics, use the Clinic dropdown to enable for each desired clinic.

Enable for Web Sched Existing Patient: Enable Carrier Rules for Web Sched Existing Patient. If using clinics, use the Clinic dropdown to enable for each desired clinic.

Carrier Rules

The Insurance Carriers grid on the right displays all carriers entered in Open Dental. The Web Sched Carrier Rules grid on the left displays current rules enabled. Enabled carrier rules allow a patient to select or enter their carrier/insurance information when scheduling an appointment via Web Sched.

Use the Left / Right arrows to add or remove carrier rules.

Double-click an item to add rules and messages.

Click OK to save a rule.

Suggest / Copy Rules

Suggest Rules: Click to quickly input rules for the top 10 carriers in the practice. The rank is determined by highest volume of sent and received claims in the last 60 days. A warning will display the suggested carriers. Click Yes to continue.

Copy Rules: Click to open the Web Sched Copy Rule window. Allows a clinic user to quickly copy rules between clinics.

When copying rules, a warning will display. Click Yes to continue.