Adding Employer Information

To add employer information:

Select Functions > Maintenance/Set-up > Carrier Maintenance from the menu bar.
In the OrthoTrac Carrier Lookup window, click Add New.
Press Tab or click in the Employer field.
Press Enter or double-click in the field to display the OrthoTrac Employer Lookup window.
Type the Employer name in the top field and press Enter. If the employer is already in the list, the name is selected. Click OK to attach the selected employer to the carrier. Click Change to edit the data for the selected employer, if necessary. If the employer is not on the list, click Add New to display the Add New Employer window.
An employer must be attached to an insurance carrier. This is a required field for electronically submitting claims and must be populated.

If you are not using electronic claims and do not have the employer information, enter a generic employer called Insured Employer. You can enter the actual employer name at a later time.

In the Deductible field, type the amount the patient must pay.
In the Max Amount field, type the dollar amount of the patient’s maximum benefit (yearly or lifetime) minus the deductible.
In the Group ID field, type the unique identification number for this Insurance Carrier/Employer. This field is required for electronically submitted claims. Some carriers allow 999999 if the Card Type on the Payer List is B.
In the Percent field, type the amount that the carrier pays.
In the Maximum Age field, type the maximum age of a patient for whom the insurance provides orthodontic benefits.