Verify Insurance Button in Open Dental - Revision history

Chris.Hansen at 19:17, 8 July 2025

2025-07-08T19:17:12Z

← Older revision		Revision as of 19:17, 8 July 2025
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	#* '''Enabled''': Checked		#* '''Enabled''': Checked
	#* '''Path of file to open''': PathwayUrlFromAbove/start?patient_id=[PatNum]		#* '''Path of file to open''': PathwayUrlFromAbove/start?patient_id=[PatNum]
	#** ~~Example~~: <nowiki>https://admin.foji.io/automl/pathways/paths/3a92b8f5-7c52-414b-9632-f7ce929ca8d5/start?patient_id=</nowiki>[PatNum]		#** Append /start?patient_id=[PatNum] to the url copied from Foji for the Pathway
			#** For example, if the url copied is <nowiki>https://admin.foji.io/automl/pathways/paths/3a92b8f5-7c52-414b-9632-f7ce929ca8d5</nowiki> then the path of file to open should be <nowiki>https://admin.foji.io/automl/pathways/paths/3a92b8f5-7c52-414b-9632-f7ce929ca8d5/start?patient_id=</nowiki>[PatNum]
	#* '''Text on button''': Verify Insurance		#* '''Text on button''': Verify Insurance
	#* Select the desired target modules from the list. The following modules are recommended: '''AccountModule''', '''ApptModule''', '''FamilyModule'''		#* Select the desired target modules from the list. The following modules are recommended: '''AccountModule''', '''ApptModule''', '''FamilyModule'''

Chris.Hansen at 19:14, 8 July 2025

2025-07-08T19:14:59Z

← Older revision		Revision as of 19:14, 8 July 2025
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	Click the button to start the insurance verification process for the selected patient.		Click the button to start the insurance verification process for the selected patient.
			[[Category:ForgeAI]]

Chris.Hansen at 19:14, 8 July 2025

2025-07-08T19:14:44Z

← Older revision		Revision as of 19:14, 8 July 2025
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	You will need to find the url for the target Insurance Verification pathway within your Foji instance.		You will need to find the url for the target Insurance Verification pathway within your Foji instance.

	# Access the ForgeAI application within Foji		# Access the '''ForgeAI''' application within Foji [[File:ForgeAI-App.png\|frameless]]
	# Go to Pathways using the navigation menu		# Go to '''Pathways''' using the navigation menu [[File:ForgeAI-Nav-Menu-Pathways.png\|frameless]]
	# Select the desired pathway in the list		# Select the desired pathway in the list [[File:ForgeAI-Pathways-List.png\|frameless]]
	# Copy the url from your browser address bar ~~excluding anything after~~ the # symbol		# Copy the url from your browser address bar up to but not including the # symbol [[File:ForgeAI-Pathways-Url.png\|frameless\|706x706px]]

	== Creating a Program Link ==		== Creating a Program Link ==

	# Login to Open Dental as an administrator		# Login to Open Dental as an administrator
	# Go to Program Links under the Setup menu in the top menu bar		# Go to '''Program Links''' under the '''Setup''' menu in the top menu bar [[File:OpenDental-Menu-Setup-ProgramLinks.png\|frameless]]
	# Click Add at the bottom of the window		# Click '''Add''' at the bottom of the window [[File:OpenDental-ProgramLinks-Add.png\|frameless]]
	# Enter the program link information		# Enter the program link information [[File:OpenDental-ProgramLinks-Edit.png\|frameless\|774x774px]]
	#* Description: Foji - Start Insurance Verification		#* '''Description''': Foji - Start Insurance Verification
	#* Enabled: Checked		#* '''Enabled''': Checked
	#* Path of file to open: [~~Pathway_Url~~]/start?patient_id=[PatNum]		#* '''Path of file to open''': PathwayUrlFromAbove/start?patient_id=[PatNum]
	#* Text on button: Verify Insurance		#** Example: <nowiki>https://admin.foji.io/automl/pathways/paths/3a92b8f5-7c52-414b-9632-f7ce929ca8d5/start?patient_id=</nowiki>[PatNum]
	# Select the desired target modules from the list. The following modules are recommended: AccountModule, ApptModule, FamilyModule		#* '''Text on button''': Verify Insurance
	# Download the FojiSoft logo:[[File:Fojisoft-logo-22x22.png\|frameless]]		#* Select the desired target modules from the list. The following modules are recommended: '''AccountModule''', '''ApptModule''', '''FamilyModule'''
	# Click Import		# Download the FojiSoft logo:[[File:Fojisoft-logo-22x22.png\|frameless]] (https://prod-creative-tadpole-wiki.s3.amazonaws.com/Fojisoft-logo-22x22.png)
			# Click '''Import'''
	#Select the logo file		#Select the logo file
	#Click Save		#Click '''Save'''

			== Using the Button ==
			The new '''Verify Insurance''' will be added to the toolbars in the selected modules.

			[[File:OpenDental-Button-VerifyInsurance.png\|frameless]]

			Click the button to start the insurance verification process for the selected patient.

Chris.Hansen: /* Creating a Program Link */

2025-07-08T18:04:18Z

Creating a Program Link

← Older revision		Revision as of 18:04, 8 July 2025
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	#* Text on button: Verify Insurance		#* Text on button: Verify Insurance
	# Select the desired target modules from the list. The following modules are recommended: AccountModule, ApptModule, FamilyModule		# Select the desired target modules from the list. The following modules are recommended: AccountModule, ApptModule, FamilyModule
	# Download the FojiSoft logo		# Download the FojiSoft logo:[[File:Fojisoft-logo-22x22.png\|frameless]]

	# Click Import		# Click Import
	#		#Select the logo file
			#Click Save

Chris.Hansen: Created page with "Adding custom functionality to Open Dental can significantly streamline your practice's workflows, especially when integrating with external services like Foji for insurance verification. One of the most effective ways to do this is through Open Dental’s ''Program Links'' feature. Program Links allow users to connect Open Dental with third-party applications by launching those programs or URLs with patient-specific data embedded in the link. This capability makes it ea..."

2025-07-08T18:02:42Z

Created page with "Adding custom functionality to Open Dental can significantly streamline your practice's workflows, especially when integrating with external services like Foji for insurance verification. One of the most effective ways to do this is through Open Dental’s ''Program Links'' feature. Program Links allow users to connect Open Dental with third-party applications by launching those programs or URLs with patient-specific data embedded in the link. This capability makes it ea..."

New page

Adding custom functionality to Open Dental can significantly streamline your practice's workflows, especially when integrating with external services like Foji for insurance verification. One of the most effective ways to do this is through Open Dental’s ''Program Links'' feature. Program Links allow users to connect Open Dental with third-party applications by launching those programs or URLs with patient-specific data embedded in the link. This capability makes it easy to trigger external workflows, such as verifying insurance, directly from the Open Dental interface.

In this how-to article, we’ll walk through the steps to create a custom button in Open Dental that starts the insurance verification process for a patient using Foji. By configuring a Program Link and placing the button in a convenient location—such as the Family module or Account module—you can enable staff to initiate verification with just a single click. This guide will cover everything from enabling the Program Link to defining the launch URL format, ensuring the integration works seamlessly with patient context.

== Getting Pathway Url ==
You will need to find the url for the target Insurance Verification pathway within your Foji instance.

# Access the ForgeAI application within Foji
# Go to Pathways using the navigation menu
# Select the desired pathway in the list
# Copy the url from your browser address bar excluding anything after the # symbol

== Creating a Program Link ==

# Login to Open Dental as an administrator
# Go to Program Links under the Setup menu in the top menu bar
# Click Add at the bottom of the window
# Enter the program link information
#* Description: Foji - Start Insurance Verification
#* Enabled: Checked
#* Path of file to open: [Pathway_Url]/start?patient_id=[PatNum]
#* Text on button: Verify Insurance
# Select the desired target modules from the list. The following modules are recommended: AccountModule, ApptModule, FamilyModule
# Download the FojiSoft logo

# Click Import
#