Verify Insurance Button in Open Dental

From FojiSoft Docs

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.

  1. Access the ForgeAI application within Foji
  2. Go to Pathways using the navigation menu
  3. Select the desired pathway in the list
  4. Copy the url from your browser address bar up to but not including the # symbol

Creating a Program Link

  1. Login to Open Dental as an administrator
  2. Go to Program Links under the Setup menu in the top menu bar
  3. Click Add at the bottom of the window
  4. Enter the program link information
    • Description: Foji - Start Insurance Verification
    • Enabled: Checked
    • Path of file to open: PathwayUrlFromAbove/start?patient_id=[PatNum]
      • Append /start?patient_id=[PatNum] to the url copied from Foji for the Pathway
      • For example, if the url copied is https://admin.foji.io/automl/pathways/paths/3a92b8f5-7c52-414b-9632-f7ce929ca8d5 then the path of file to open should be https://admin.foji.io/automl/pathways/paths/3a92b8f5-7c52-414b-9632-f7ce929ca8d5/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
  5. Download the FojiSoft logo: (https://prod-creative-tadpole-wiki.s3.amazonaws.com/Fojisoft-logo-22x22.png)
  6. Click Import
  7. Select the logo file
  8. Click Save

Using the Button

The new Verify Insurance will be added to the toolbars in the selected modules.

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

Retrieved from "https://docs.foji.io/index.php?title=Verify_Insurance_Button_in_Open_Dental&oldid=2955"