Treatment Planning

Submitting Treatment Plans for Pre-Authorization

You can use the software to submit treatment plans for pre-authorization just as you would posted procedures. This enables you to give the patient an accurate estimate of the patient portion for all procedures before treatment begins.

To submit a treatment plan for pre-authorization:

1. Select an option:

2. In the Patient List window:Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.

3. In the Patient window:Select Treatment Plan from the Options section of the Express bar or the Options menu.

4. In the patient Transactions window:Select Treatment Plan from the Options section of the Express bar or the Options menu.

5. In the InOffice window:Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.

The Treatment Plan List window is displayed.

2. Click Submit Ins on the toolbar. The Submit Pre-Auths window is displayed.

3. Type the treatment group number in the Treatment Group Number field. The default value for this field is the group number of the selected procedure. To submit all groups for pre-authorization, type 0.

4. Select the treatment items and click OK. The Transaction Submission window is displayed.

5. Select the starting and ending entry dates for procedures being submitted to insurance and click OK. The Claim window is displayed. The Preauthorization field is selected. If the treatment group includes a prosthesis, crown, or inlay, these fields are also selected.

6. Click OK. The Submit Primary window is displayed.

7. Select an option:

8. To print the insurance claim now:Select Do you want to print it now?, type the number of copies to print in the Number of copies to print field, and click OK.

9. To print the insurance claim later:Click OK.

The Treatment Plan List window is displayed.

8. An asterisk is displayed in the TP column in the Claims List window for treatment plan pre-authorization claims. These claims are also displayed in blue text.

8. Click Close.