Planning Budgets > Handling Patient Budget Plans > Managing Ortho Cases

Setting Insurance Plan Defaults for Plans That Require Claims

The Insurance Plan Wizard is displayed each time you add the first plan of a specific type.

Example:The first time you add a percentage plan, the Wizard is displayed, prompting you to use that plan as a default template for all subsequent percentage plans.

To set the insurance plan defaults for insurance plans that require a claim:

1. Select an option:

2. Select List > Ins. Plan.

3. From any window, press Ctrl + P.

4. Select List Insurance Plans from the Power Bar. See Using the Power Bar for more information.

The Insurance Plan List window is displayed in FIND mode.

2. Select the insurance plan.

3. Click Claim Filing, or press Ctrl + Tab until the Claim Filing tab is the active window.

4. Select Resubmit Ortho Ins Form.

5. Type the resubmission interval required by the plan in the Payment/Resubmission Frequency field.

Example:If you are required to resubmit monthly, type 1 in the field.

6. Click OK.

7. Click Close twice.