insurance estimating

[JenniferP]

We have had PW for over 20 years and have never done the insurance estimating.  We were looking at entering the insurance fee schedules in for some of the bigger companies.  I have looked in the manual and searched here I can see how to figure out estimating but I don't see where you put the insurance fee schedules.  

[JenniferP]

Thank you

[jdowner]

Hello @JenniferP 

I'm attaching a copy of our Insurance Estimating white page that you can use to get some guidance on setting up the estimating. 

If you have additional questions though I can set up a time to reach out and answer some quick questions, or we can see if you can get some time set up with someone in the training department by reaching out to your sales rep. 

[JenniferP]

I understand how to figure out the estimating but where do we put the UCR for the insurance company.  If a crown is 1200 and the UCR is 1097 and insurance pays 50%. The software needs to know the UCR fees.. where do I enter THAT info?

[Rebecca_Adams]

Enter the UCR  : Employer plan >estimating> code specific estimating

(best to enter UCR in employer plan rather than insurance plan)