Importing Coverage Details to an Insurance Plan

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To import coverage details:

  1. On the Administration tab, select Insurance > Plans. The Insurance Plans window is displayed.

  1. In the Coverage column field for the appropriate plan, click Add or View.  If you click View, you must then click Edit Allowance Table Details for this Plan. The Allowance Table for the plan is displayed.

  1. Under Actions, click Import Values. The Import Allowance Table Values window is displayed.

  1. In the Import From field, select Office Fee Schedule or Existing Allowance Table.

  1. Select the plan from the drop-down list.

  2. Select All Coverage Rules or Only Allowed Amounts.

  3. Select Overwrite All or Fill in Blanks.

  1. Click Import Values.

  2. Click Save Changes.

 

Related Topics

Adding New Insurance Payers

Editing Insurance Payers

Adding New Insurance Plans

Editing Insurance Plans

Setting Coverage Details and Benefits by Category on an Insurance Plan

Setting Up Insurance Claim Processing

Managing Insurance Claims

Canceling and Resubmitting Insurance Claims

Using ICD-10 Medical Diagnosis Codes and Submitting Medical Claims

Using CPT Codes for Medical Billing

Viewing Insurance Claims Statistics

Processing Unbilled Procedures

Printing Insurance Claims

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