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Preferences - Forms

The Forms preference allows you to specify the default form to be used by all MacPractice clients using this database. 

In Builds 10.7 and above, the Forms Preferences window was re-designed. We'll cover both versions of the Forms Preferences window here.

Builds 10.7 and above

Default Forms Tab

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This tab allows the user to set the default forms for many different form types in MacPractice. The form default fields set here are:

  • Account Statement Form
  • Contract Billing Form
  • eClaim Template
  • Encounter Form
  • Incident Statement Form
  • Insurance Form
  • Insurance Tracer Form
  • Inventory Receipt Form
  • Optical Rx Form
  • Order Form
  • Patient Form
  • Patient Portal User Info
  • Payment Receipt Form
  • Post Card Form
  • Predetermination Form
  • Purchase Order Form
  • Rx Form
  • Treatment Plan Form
  • TSYS Card Receipt Form

Most of these areas are self-explanatory. Some MacPractice functions will not work properly without a Default form set, and will issue an error message if this is the case.

If you attempt to select a form and no form is available, you may need to Activate the form in the References Ability. To do this, navigate to the References Ability, select the Forms node, and then select the form in question. In the upper left hand corner of the References window, you should see the following fields:

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There will be a checkbox named "Form Active" that you can check to ensure it appears amongst the options. The Form Type will indicate what the Default Form category for that form is. You cannot change this for forms included standard with MacPractice.

All changes take effect after the Preferences window is closed.

Billing Settings Tab

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  • Create as few claims as possible: With this option enabled MacPractice will not split claims based on number of procedures, number of diagnosis codes, differing facilities, differing "Provider Shown On Claim" settings for the charges, differing referrals, or differing offices associated to the charge.
  • Always use Installment Amount: When enabled, installment statements will always print the installment amount, even if it is larger than the remaining balance.

Receipts Header

  • Include Payment Applied Transaction Breakdown on Payment Receipts: This will add an Applied Transaction Breakdown, detailing how each payment was applied, when printing Payment Receipts.
  • Print Payment Date By (Payment Posted/Procedure Date): This option only matters in the context of the Applied Transaction Breakdown.

Other Settings Tab

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  • Split Prescriptions by Patient: When disabled, all patient information will be combined on the printout.
  • Default Postcard Comment: Allows you to select a comment from References > Postcard Comment.
  • Sort Treatment Plans: Allows you to specify how printed Treatment Plans should sorted, either by code or by tooth number.
  • Print Office Address on Envelopes: When checked, your office address (as entered in References > Office) will be printed as the return address on envelopes.
  • Print Provider on Patient Envelopes: When checked, the provider selected on the Patient tab of the Patient ability will be printed as part of the return address on an envelope, if the envelope is created from a patient record.
  • Default Office For Envelopes: This menu selects the office record used when printing envelope forms. For patient and account records, the account office will be used.

Builds 7.3 and before

Default Forms Tab
The Default Forms tab sets the default form used for Account Statements, Incident Statements, Insurance Forms, eClaims Templates, Predetermination Forms, Treatment Plans, Rx Forms, Post Cards, Encounter Forms, Insurance Tracer Forms, Order Forms, Patient Forms, Contract Billing Forms, eStatements, and Optical Rx Forms.

The Default Form selections will take effect after the Preferences window is closed.

To select a form as your default form for an area of the software, click on the corresponding pop-up menu and select the form you wish to use. All active forms will appear under the pop-up menu, if a form does not appear under the menu option you will need to activate the needed form. Go to References > Forms, then select the form you wish to add. Check the Form Active box, then save your changes by going up to the Edit menu and choosing Save Record, or using the Command-S keyboard shortcut.
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You will then be able to select this form as a default form in Preferences > Default Forms.

Form - Settings Tab
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  • Create as Few Claims as Possible: With this option enabled MacPractice will not split claims based on number of procedures, number of diagnosis codes, differing facilities, differing "Provider Shown On Claim" settings for the charges, differing referrals, or differing offices associated to the charge.
  • Split Prescriptions by Patient: When disabled, all patient information will be combined on the printout.
  • Always Use Installment Amount: When enabled, installment statements will always print the installment amount, even if it is larger than the remaining balance.
  • Default Postcard Comment: Allows you to select a comment from References > Postcard Comment.
  • Sort Treatment Plans By: Allows you to specify how printed Treatment Plans should sorted, either by code or by tooth number.
  • Print Office Address On Envelopes: When checked, your office address (as entered in References > Office) will be printed as the return address on envelopes.
  • Print Provider on Patient Enveloper: When checked, the provider selected on the Patient tab of the Patient ability will be printed as part of the return address on an envelope, if the envelope is created from a patient record.
  • Default Office For Envelopes: This menu selects the office record used when printing envelope forms. For patient and account records, the account office will be used.
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