Managing Ortho Cases

In addition to setting up regular patient budget plans, you can also set up patient budget plans specifically for orthodontic procedures using the Ortho Insurance Tracking feature. You can resubmit ortho claims on a regular basis without marking them complete until the final payment has been received.

If plans require payment coupons or continuous care forms, you are prompted on the days that these forms should be sent to the insurance company. Because insurance plans process ortho claims differently, you must specify how often to resubmit claims or continuous care forms.

To use Ortho Case Tracking:

The Orthodontics Maximum field in the Insurance Plan window must be set to something other than 0.00
Ortho procedures must be selected as covered on the Coverage tab

When using the Ortho Insurance Tracking feature:

The amount for the ortho code is subtracted from the production amount and added as a credit to the patient account
The account balance and provider production amounts are increased monthly depending upon the monthly payment amount set up in the ortho budget plan