Working with Insurance Claims

Creating Continuation of Treatment Claims

Before you can generate Continuation of Treatment claims, you must set up a claim for each patient requiring Continuation of Treatment claims.

To create a Continuation of Treatment claim:

1. In the patient chart or a financial functions window, click the Claims button. The Claims window is displayed.

2. Click Add New.

If there is more than one policy holder for the patient, the Policy Holders window is displayed. Select a policy holder and click OK. If the policy holder has more than one carrier, the Insurance Plans window is displayed. Select the carrier and click OK. The Add New Claim window is displayed.

OR

If there is a single policy holder and only one carrier, the Add New Claim window is displayed.

3. Select AAO Cont of Tx and click OK. The Adding Claim Form window is displayed.

4. In the ANCILLARY CLAIM/TREATMENT INFORMATION section, complete the information in the following fields, as applicable:

5. Date Appl. Placed—This field is automatically populated with the banding date from the Patient Information window, if the date was entered there.

6. First Visit Date—Type the date of the first visit.

7. Months Tx. Remaining—Type the number of months of treatment remaining.

8. Description of Services—Leave this field blank. When you generate Continuation of Treatment claims each month, the software automatically adds the information you set up in the Insurance Claim Options window.

5. Click History. The Claim History window is displayed.

6. Complete the information in the following fields:

7. Last Cont of Tx.—Type the last Continuation of Treatment date.
   
   If this is a new claim, enter the patient’s banding date.
   
   Press Tab. The software populates the Next Cont of Tx. field, depending on the frequency for filing. Press Tab.

• Monthly Charge—Type the amount charged per month.
  
  Always enter the monthly amount, even if the frequency is quarterly.

• Frequency—Defaults to the setting you entered in the Carrier Maintenance window for this insurance carrier. If None is displayed, use the drop-down list to select a frequency.

7. Click Close.

8. Click OK.

• Select Remove All Printed Claims only if you do not want to keep copies of your printed claims until they have been paid.

Related Topics

Working with Insurance Claims

Creating Claims Manually

Processing Claims

Processing Continuation of Treatment Claims

Posting Bulk Payments

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