File:FOJI Configure Insurance Documentation Notes.txt

Summary

This document explains how to configure, run, and troubleshoot Foji’s integration with Open Dental so benefits, eligibility, and remaining max/deductible stay accurate and usable for your team. It covers how to use the Benefit Override Configuration screen to control what Foji writes into Open Dental with three modes: Default (fill in missing values), Override (force your own values), and Ignore (hide entire codes or specific details like age limits), targeted by code, group, qualifier, and carrier. It also outlines how Foji runs automatic eligibility checks for upcoming appointments, generates benefit summaries and remaining max/deductible updates, and how to audit runs, handle patient/portal mismatches, and rerun jobs when something needs to be fixed.