Configuring OrthoTrac > Setting Up Carriers > Adding a New Carrier

Entering Claim Processing Information

To enter claim processing information:

1. Select Functions > Maintenance/Set-up > Carrier Maintenance from the menu bar. In the OrthoTrac Carrier Lookup window, click Add New.

2. Press Tab or use the mouse to position the cursor in the Process Claim field.

3. In the Payer field, type the five-digit ID number found on the Payer List. This field must be valid when sending claims electronically to the carrier.

4. This field is inactive if you are manually submitting claim forms to the carrier.

4. Type NOCD in the Claims Office field unless different on the Payer List.

5. This field is inactive if you are manually submitting claim forms to the carrier.

5. In the Continuation of Treatment field, select an option from the drop-down list. When generating continuation of treatment claims, the date supplied by the software for the Description of Service is determined by this setting. The default is Range, but you can select from the following options:

   • None — Carrier does not require continuation of treatment claims.

   • Range — Carrier accepts the date you select or the first day of the month.

   • Specific — Carrier requires the date on which the patient is seen in the office.

6. In the Frequency field, select an option from the drop-down list. The Frequency field indicates how often an insurance carrier requires a continuation of treatment claim to be filed. The default is Quarterly, but you can select from the following options:

   • None

   • Monthly

   • Quarterly

   • Semi-Annual

   • Annually

7. Use the Cont Tx Override field for carriers that require their own code for continuation of treatment; otherwise, leave this field blank. An entry in this field overrides the ADA code for continuation of treatment entered in the Claim Options window.

8. Use the Combine Description of Services field for carriers that require multiple months of treatment on a single line in continuation of treatment claims.  Select Yes from the drop-down list to enable quarterly, semi-annual, or annual continuation of treatment claims, to print the last treatment month date, and to add all treatment fees for designated months into a single total amount.

9. If the carrier accepts multiple lines of treatment in the Description of Service Information area, select No.

Related Topics

Adding a New Carrier

Adding Insurance Carrier Information

Adding Employer Information

Entering Comments