Setting Up Insurance > Using the Insurance Bluebook
The insurance plan’s estimation type dictates which fields are displayed when you open the Bluebook entries for window.
If you change a code’s fee schedule 0 amount in the ADA/Transaction Codes window, all bluebook entries associated with the code are automatically updated.
The insurance payment amount must be less than the allowed amount.
To edit a bluebook entry:
Select List > Bluebook. The Bluebook entries for Plan window is displayed.
Select a plan from the Plan drop-down list.
Click Edit. The Bluebook entries for window is displayed in EDIT mode.
If you are editing a percentage, percentage PPO, or Medicare percentage plan, select an option:
Type a new amount in the Allowed Amount field:Type a new amount in the Allowed Amount field:
Type a new percent in the Percent Covered field:Type a new percent in the Percent Covered field:
If you are editing a flat fee plan, type a new insurance payment amount in the Insurance Payment field.
If you are editing a DMO/Capitation or Medicaid plan, select an option:
Type a new plan fee amount in the Plan Fee field:Type a new plan fee amount in the Plan Fee field:
If you are editing a flat fee PPO or flat fee Medicare plan, select an option:
Select Apply to Deductible to apply the amount to the patient's deductible.
Select Upgraded Procedure (write-off amount applied to patient balance) to add the write-off amount (the difference between the allowed amount and the fee) to the Pat. Pays amount.
Type any notes in the Notes field.
If an appointment is made for this procedure and for a patient covered by this plan, the note is displayed in the Assistant.
Click OK.
In any window, press Ctrl + B to access the Bluebook entries for Plan window.
In the Insurance Plan List or Insurance Plan windows, select Bluebook to display the Bluebook entries for window.