Setting Up Practice Preferences

Setting Up Default Insurance Information

Use the Insurance tab to set up how insurance information is entered and displayed for your practice.

1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

2. Select the Insurance tab.

Insurance Billing Defaults

1. In the TIN field, select Practice or Individual.

2. In the Name field, select Practice or Provider.

3. In the Procedure Sort Order field, select Amount or Posting.

4. Select a Default Medical Form from the list.

5. Select a Default Dental Form from the list.

Insurance Addresses

Use these fields to select the return address information to print on paper insurance forms, eClaims, and for eClaims payments.

• To manage Lockbox information, select Tables > Practice > Lockboxes.

Insurance Practice IDs

• If you are using a UB92 form, in the UB92 Tax ID field, type the tax ID number to print on the form.

• If your NPI number is assigned to the practice (vs. office or provider), enter it here.

Miscellaneous Options

1. Select the Default Billing Order: Medical First or Dental First.

2. The Default ICD Version is set to ICD-10. For more information, see ICD-10 Code Set.

3. Select the Print Duplicate Form checkbox to print duplicate insurance forms.

4. Select the Print Procedure Descriptions on HCFA checkbox to print procedure descriptions on medical insurance forms. The description is displayed with the prefix ZZ on the CMS 1500 forms 57 and 105.

5. Select Print Tooth Number on HCFA to have tooth number and quadrant print on the CMS 1500 claim form. The tooth number is displayed with the prefix JP, and the quadrant is displayed with the prefix JO on the CMS 1500 forms 57 and 105.

• The software formats these numbers according to NUCC specifications.

Resubmission Options

• Select the number of days to wait for resubmission of the insurance form.

• Select the maximum number of resubmissions to allow.

Insurance Due Calculation

Select the appropriate method:

• Do Not CalculateDo Not CalculateTracks the entire balance as patient due.

• Calculate With EstimatingCalculate With EstimatingSeparates patient and insurance responsibility using insurance estimating.

• Calculate Without EstimatingCalculate Without EstimatingTracks the entire amount if the procedures are billed as insurance due.

Select Allow patient override to override the Insurance Due Calculation method for each individual patient.