When i do a treatment plan I have to figure the writeoff myself. I have tried to add to the Bluebook but I am thinking I must be missing something.
Hello from my understanding, you will have to make sure the bluebook is
correct. So it can properly calculate.
David McCrory| Technical Support Analyst
Office: 866.435.7473 Fax: 678.247.0267
Carestream Dental LLC
Several steps to check , these are most common
1. Make sure the insurance plan estimation type the deductibles and
maximum is set correctly,
2. Make sure the patient has not exceeded maximum on the plan
3. Make sure you have an up to date blue book entry for the code you are
estimating in the insurance plan blue book and there are no exclusions in
the blue book entry.
4. Treatment plans do not include deductible in the estimate
5. On the treatment plan, there is a re-estimate button if you have made
changes that will update the estimate.
Contact me directly as a trainer if you still can not resolve, there are
some other less common items that can effect as well.
Happy to help
Albert Keith | US PM Specialist
US Training and Implementations
Office: 770.226.3999 ext. 72044 Fax 678.302.9920
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I am assuming you are referring to including a PPO write-off in an estimate, Karen. You can make an "allowance table" that will calculate PPO fees/write-offs for patient transactions and treatment plans. Go to List, then Allowance Table, then add. After you have your PPO fees in, go to the insurance plan and set estimation type to "%PPO" and sub type to "PPO". Then under the coverage tab, you can choose the appropriate allowance table for that plan. Now when you create a treatment plan for a patient, there will be a column on the printed treatment plan showing the write-off. Hope that helped!@
Make sure before you link the allowance table to the plan, that you have the percent coverage entered correctly on the plan
Allowance Tables was the way I've been doing it for over 10 years, that way when you get a fee schedule from a (PPO) insurance company you will have many plans under that company that will hook to it. Setting up the percentages is important and I use the Bluebook for small differences in plans. For example, the standard Bluebook will automatically follow the code ranges- like all x-rays being covered at 100%, however some plans will cover PAs at 80% which can be tweaked in a specific Bluebook.
Take care though, anytime you change the percentages in the Insurance Plan screen, the fees don't automatically update. You need to remove the Allowance Table attached to the Insurance Plan and then reattach it. Any Bluebook changes you've made will need to be redone as well. Gotta love insurance!
Select "view codes" from the blue options bar on the left. From here you can add codes or edit codes if you chose to copy an existing allowance table or the fee zero amounts.
You have to give it a name, click on "Make an empty table" and then under options on the side toolbar "View codes" and you can add the codes & fees there.