Exercise 1—Set up a code-specific plan.
One of your patients has insurance through an employer that uses a code-specific insurance plan. You must set up the plan in the software.
To set up a plan that offers code-specific coverage:
Select Lists > Employer/plans. The Employer/Plan Pick List window is displayed.
Select Ben & Jerry’s and click OK. The Employer/Plan Definition window is displayed.
Click Estimating. The Benefit Table window for the employer is displayed.
Click Code-specific estimating. The Benefit Details for plan Ben & Jerry’s window is displayed.
Click Add new tx code and enter data for a new transaction code.
Select a payment method from the Patient Payment Method section: Patient pays any amount that the insurance doesn’t pay, including any amount in excess of UCR.
Select a payment method from the Insurance payment method section: Percentage.
In the Other insurance information section:
In the Maximum fee considered (UCR) field, type 0.
Select Deductible applies.
Click OK.
When you are finished, reset the tutorial data.
Methods of Estimating Insurance
Code-Specific Estimating by Plan
Benefit-Table Estimating by Plan
Copying Code-Specific Estimating Information