Setting Up Insurance Claims and Adding Employers

Setting Up Carrier Maintenance

Use the Carrier Maintenance window to add, update, and delete carriers.

To add a carrier:

1. Click the Maintenance icon . The OrthoTrac Maintenance window is displayed.

2. Click Carrier Maintenance.

3. Click Add New. The Carrier Maintenance window is displayed.

4. Type information in the appropriate fields.

Note:  If the carrier already exists, you can click Import Carrier Info to import the name, address, and phone number.

5. In the Release field, select an option.

6. In the Assign field, select an option to specify the assignment of benefits.

7. Double-click in the Employer field to display the OrthoTrac Employer Lookup window.

• Type the employer name and press Enter.

• If the employer is already in the list, the name is selected. Click OK to attach the employer to the carrier.

• If the employer is not in the list, click Add New.

8. In the Group ID field, type the unique identification number for the insurance carrier/employer.

9. In the Process Claim field, select Manual or Electronic.

10. If you select Electronic, in the Payer field, type the 5-digit ID number found in the Payer List. In the Claims Office field, type NOCD.

11. In the Continuation of Treatment field, select an option from the drop-down list. The default is Range, but you can select from the following options:

• NoneNoneCarrier requires continuation of treatment claims.

• Last Day of MonthLast Day of MonthCarrier accepts the last day of the month.

• Banding DateBanding DateCarrier requires the date of banding.

• RangeRangeCarrier accepts the date you select or the first day of the month.

• SpecificSpecificCarrier requires the date on which the patient is seen in the office.

12. In the Frequency field, select an option from the drop-down list. This field indicates how often an insurance carrier requires a continuation of treatment claim to be filed.

13. To add additional reference information about a carrier, use the Comments field.

14. Click OK.

 

Related Topics

Setting Up Insurance Claim Options

Adding Employers