Updating Insurance Plan Information

PracticeWorks estimates insurance payments using information entered into the Employer/Plan window and the plan’s blue book. The blue book tracks what each plan currently pays for charges submitted by your practice.

When you enter an insurance payment, PracticeWorks first looks in the blue book for an entry that matches that particular Employer/Plan and the procedure code. If it finds a match, the default amount in the blue book is used to calculate the difference between the current charges and what the patient’s insurance plan will pay. This difference is the estimated amount for which the patient is responsible.

When estimating the cost of a procedure, PracticeWorks searches for information in the following order:

  1. Employer Plan, code specific

  2. Employer Plan, benefit table

  3. Insurance Company, code specific

  4. Insurance Company, benefit table

  5. Office-Wide Default, code specific

  6. Office-Wide Default, benefit table

  7. ADA Code Default Percentage

 

Related Topics

Adding an Employer/Plan

Adding an Insurance Company

Code-Specific Estimating

Updating Benefit Tables

Importing and Exporting Benefit Tables

Using the Blue Book Entries Feature

Displaying the Insurance Company List

Estimating Secondary Insurance

Resetting Insurance Benefits