Customizing financial disclaimers

You can customize the financial disclaimer (Insured/Uninsured Disclaimer) that appears at the bottom of printed treatment plans and on treatment consent forms. The disclaimer for insured patients is separate from the one for uninsured patients. Each location in your organization can have a different set of financial disclaimers.

Note: A printed treatment plan or a consent form will have one of the financial disclaimers (Insured/Uninsured Disclaimers) depending on whether the patient is insured or not, the Consent for Dental Treatment message, and any applicable custom treatment consent messages.

To customize financial disclaimers

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Patient Care, select Treatment Plan Settings.

   The Treatment Consent Messages page opens.

3. Select Insured/Uninsured Disclaimers.

   

   The options for editing the disclaimers become available.

   

4. Set up the following options:

   • English Disclaimers - From the Language list, select English, and then specify the following text:

     • For patients with insurance - Customize the English text that will appear if a patient has insurance.

     • For uninsured patients only - Customize the English text that will appear if a patient does not have insurance.

   • Spanish Disclaimers - From the Language list, select Spanish, and then specify the following text:

     • For patients with insurance - Customize the Spanish text that will appear if a patient has insurance.

     • For uninsured patients only - Customize the Spanish text that will appear if a patient does not have insurance.

   Notes:

   • Patients whose records do not have Spanish as their preferred language will see the English version. Patients whose records have Spanish as their preferred language will see the Spanish version.

   • To not include a disclaimer for insured patients and/or uninsured patients, delete any text in the applicable box.

   • To return any box's text to the system default, click (or tap) the corresponding Reset to default link.

   • There is no limit to the length of a disclaimer, but (depending on the number of treatment-planned procedures, the length of any included notes, and the length of the disclaimer) all of the disclaimer's text might not fit on the last page of the printed treatment plan.

5. Click (or tap) Save.