To set insurance preferences:
In the All Tables window, select Practice > Practice Preferences. The Practice Data Entry window is displayed.
Click the Insurance tab. The Insurance window is displayed.
In the Insurance Form Options section:
TIN—Select Practice, Office, or Provider.
Name—Select Practice or Provider.
Procedure Sort Order—Select Amount to sort claims by amount; select Posting to sort claims by date.
Default: Medical Form—Select a medical insurance form.
Default: Dental Form—Select a dental insurance form.
In the Insurance Addresses section:
Private Lockbox or Federal Lockbox—To use lockboxes, you must set them up in Tables > Practice > Lockboxes.
Paper Return (Billing)—Select Practice, Office, Central Proc Ctr, or Lockbox.
eClaims Return (Billing)—Select Practice, Office, or Central Proc Ctr.
eClaims Pay-To—Select Practice, Office, Central Proc Ctr, or Lockbox.
In the Insurance Practice IDs section:
UB92 Tax ID—If the plan does not accept UB-92 billing, leave this field blank.
NPI ID—Add this number.
In the Miscellaneous Options section:
Default Billing Order—Select Medical first or Dental first.
Default ICD Version—Select ICD-9 or ICD-10.
Print Duplicate Form—Select if you want to print duplicate insurance forms.
Print Procedure Descriptions on HCFA—Select if you want a description to be displayed.
Print Tooth Number on HCFA—Select if you want the tooth number to be displayed.
In the Resubmission Options section:
Days—Select the maximum number of days you are allowed to resubmit claims.
Max Number of Resubmissions—Select the maximum number of resubmissions allowed per claim.
In the Insurance Due Calculation section:
Method—Select one of these options:
Do Not Calculate—To track the entire balance as patient responsibility.
Calculate with Estimating—To separate patient and insurance responsibility using insurance estimating.
Calculate without Estimating—To track the entire amount as insurance responsibility until the insurance payment is received.
Allow patient override—To override the Insurance Due Calculation method for an individual patient.
Click OK.
Setting Miscellaneous Preferences
Setting Letter and Label Preferences