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thopkins647
Canine II

Insurance

Our office has never used the software to it’s potential. We would like to be able to enter the insurance benefits in along with a current fee schedule and then softdent calculate the amount the patient will owe. Along with what insurance will pay. Can anyone help me to correctly set it up in our software. I am willing to put in the effort to make the calculations much easier in the end. Just not sure how to even begin this process
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2 Replies
tshaw
Community Manager
Community Manager

Re: Insurance

Hi @thopkins647

I'm going to get your information to our training department so they can reach out to assist you with this. Can you provide me with your office telephone number? 

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danelle_canales
CS Dental Employee
CS Dental Employee

Re: Insurance

To add an allowance table:

1. Select List > Allowance Table

2. Press Enter and click Add

3. Type the allowance table name.

4. Select an option:

  •    To use fee0 amounts: Select Use Fee 0 Amounts. To exclude codes with no amounts, select Exclude Codes with Zero Amounts.
  •    To copy codes from an existing insurance company allowance table: Select Copy From Existing Table and select the table.
  •    To create an empty table: Select Make Empty Table.

5. Click OK.

6. On the left-hand Express Bar select Edit Codes in order to update the fees allowed by the insurance company.  

7. Click close when finished. 

After you create an allowance table, you can attach it to an insurance plan.

To associate an allowance table with an insurance plan:

1. In the Insurance Plan window, first make sure the insurance plan type is set as %PPO or Flat Fee PPO.  Select the Coverage tab. 

2. Select the allowance table from the Allowance Table drop-down list. The table is associated and bluebook entries are created.

3. Click OK.

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