Setting Up Insurance Claims and Adding Employers

Setting Up Insurance Claim Options

To set up insurance claim options:

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

2. Click Insurance Claim Options. The Insurance Claim Options window is displayed.

3. In the Type of Claim to Automatically Generate From section, select the following information:

• Posting ProceduresPosting ProceduresSelect One-Time so that a claim is automatically generated when posting procedures.

• Activating ContractsActivating ContractsSelect Actual so that a claim is automatically generated when entering contracts.

• Pending ContractsPending ContractsSelect None. Using Pending Contracts is not recommended, and no claim should be generated.

4. In the Claims Processing section, select the following information:

• Use SSN or Use TINUse SSN or Use TINSelect an option to have the appropriate number print on the claim.

• Treating Dentist and Treatment LocationTreating Dentist and Treatment LocationSelect the name of the doctor to print on the claim.

• Billing Dentist or Dental EntityBilling Dentist or Dental EntitySelect the office location to print on the claim.

5. In the Ledger Comment section, select the Write Comment to Ledger when Claim Printed/Transmitted option.

6. In the Continuation of Treatment section, include the following information:

• Include the Current Month on the ClaimInclude the Current Month on the ClaimSelect to list the current month on this claim.

• Monthly CommentMonthly CommentEnter a comment that you want printed on your monthly claim forms.

• ADA Code for Continuation of TxADA Code for Continuation of TxType D8670.

7. In the Insurance Form Type section, select the type of insurance form you are printing.

8. Click OK.

 

Related Topics

Setting Up Carrier Maintenance

Adding Employers