Planning Budgets > Handling Patient Budget Plans > Managing Ortho Cases
To set the insurance plan defaults for insurance plans that require a coupon book or continuous care form:
Select an option:
Select List > Ins. Plan.
From any window, press Ctrl + P.
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.
Select the insurance plan.
Click Claim Filing, or press Ctrl + Tab until the Claim Filing tab is the active window.
Select Resubmit Continuous Care Form.
Type the monthly interval required by the plan for submitting the form in the Payment/Resubmission Frequency field.
Click OK.
Click Close twice.