Setting Up Orthodontic Contracts

Setting Plan-Based Defaults for Ortho Coverage

To specify defaults for Ortho coverage:

1. Click your user name in the upper-right corner of the window. A list is displayed.

2. Click Administration, if you have user permission.

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

4. Click a plan to display it. The Update Insurance Plan window is displayed.

5. Scroll to the Fee Coverage Information section.  

6. Set the Ortho Charge Frequency field and select COT Claims Not Required, if appropriate.

7. Click Update.

Note: When you access a patient’s contract, you can change the default settings, if necessary.

 

Related Topics

Creating Ortho Contracts

Setting Up Automatic Payments in an Ortho Contract

Removing Automatic Payments from an Ortho Contract

Entering Advance Payments in an Ortho Contract

Managing Insurance Changes to an Ortho Contract

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