WinOMS: Billing Insurance from Pre-Treatment Tab

Document created by paula1 Employee on Jul 14, 2017
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Steps for how to create a pre-treatment plan claim from the patient's pre-treatment tab.


  1. Open patient's workspace.
  2. Click Treatment Plan tab.
  3. Right click on Treatment Plan to bill.
  4. Click Bill Insurance. If Bill Insurance Option is greyed.
  5. Open patients workspace
  6. Click Treatment Plans Tab
  7. Highlight treatment plan visit name
  8. Click Edit
  9. Click Ins Info
  10. Verify that the insurance to bill is checked under the Select column
  11. In the event its not checked place a check in Select and click OK
  12. Click OK
  13. Click OK
  14. Right click on name of Treatment Plan
  15. Select Bill Insurance
  16. A new claim will be listed in the Claims tab. The letter 'Y' denotes that the claim is a pretreatment estimate claim