Tracking pre-determinations

Discussion created by doctom4300 on Aug 11, 2016
Latest reply on Aug 22, 2017 by mdunham

I'm trying to correctly handle pre-determinations so that we can run a report that will show us which pre-d's have not yet received a response from the insurance company.


Currently, we create a treatment plan and then file it with insurance. When we get the pre-d back from the insurance, we contact the patient. If they schedule, no problem. If they don't schedule, what do we need to do to mark the claim as received back from insurance? I thought about just deleting the pre-d claim, but then it'd look like we never filed with treatment plan with insurance.


Thanks for your help.