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kat710
Canine III

Treatment Plan - updating insurance payments

When I receive a pre-d estimate back from the insurance company, I edit the information in the treatment plan to reflect the actual payment that the insurance company will pay.  I edit the insurance payment for each line item and then also close out the claim by entering predetermination received by choosing the claim associated with it.  When I print the treatment plan it does not reflect the actual dollar amounts that I have input into each procedure.  When I questioned this I was told I have to add the amount of what insurance says it will pay plus the write off associated with it.  WHY would that have to be done manually?  The system knows if there is a write off involved and yet I have to find the write off and calculate it manually for the treatment plan to reflect the amount that insurance will pay?  Is this correct?

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johnbcarpenter
Canine II

Re: Treatment Plan - updating insurance payments

Leslie,

That is correct, if you didn't edit it manually you will note that the system does it automatically but if you manually override it you will have to do the math the same way for it to show the patient's portion correctly.

Kelly

Community Manager
Community Manager

Re: Treatment Plan - updating insurance payments

jeffrey.urkevich‌ possible treatment plan suggestions. 

softdentgirl‌ or shanab‌ any other suggestions/tips to add to this?

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