Billing, AR, and Insurance

There are five main topics regarding Billing, AR, & Insurance:

Patient Insurance
In Network for Insurance Carriers
Patient Financial
Appointment Panel
Claim Management
Day End Reports

Each topic has its own set of subtopics as listed below. Access articles and videos by clicking on the highlighted links.

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PATIENT INSURANCE

SUBTOPIC	PATH	ARTICLE	VIDEO
Attaching Insurance Plans	Patient > Insurance > Insurance Information	Article	Video
Add Primary Insurance Plan to Patient
Add Secondary Plan to Patient
Updating Plan Benefits for Patient	Insurance Information > Into Plan > Benefits	Article	Video
End Coverage For Insurance Plan	Insurance Information > Into Plan > Remove > End Coverage	N/A	Video
Reassign Secondary Insurance to Primary Insurance for Patient	Patient > Insurance Information	N/A	Video
Attach Dependents to Benefit Plan	Insurance Information > Into Plan > Add Dependents	Article	Video

IN NETWORK FOR INSURANCE CARRIER

SUBTOPIC	PATH	ARTICLE	VIDEO
Coverage Table Template Set-Up	Settings > Production > Coverage Tables	Article	N/A
Downgrade Insurance Exception Set-Up	Coverage Tables > Manage Exceptions > Add New Exception	Article	N/A
Coverage with Age Limit Exception Set-Up	Coverage Tables > Manage Exceptions > Add New Exception	Article	N/A
Customize Coverage Procedure Code Range	Coverage Tables > Click into Code Range	Article	Video
Entering Insurance Carrier from Database	Home > Insurance > Carriers > Add Carrier	Article
Enter Insurance Carrier not in Database	Home > Insurance > Carriers > Add Carrier
Attach Provider/Billing Entity to Carrier if in Network	Settings > User Accounts > Select Provider > Fees tab > Contracted with
Add Insurance Plan	Home > Insurance > Carriers > Select Carrier > Add Plan	Article
Define Benefit Renewal Month
Attach Fee Schedule
Attach/Modify Coverage Table
Customize Benefits
Insurance Notes

PATIENT FINANCIAL

SUBTOPIC	PATH	ARTICLE	VIDEO
Ledger Views / Line Item Accounting	Patient > Ledger > View > Sort by > By date	Article	Video
Ledger Views / By Date ‐ By Statement	Patient > Ledger > View > Sort by > By date/By Statement
Ledger Views / Patient View ‐ Guarantor View	Patient > Ledger > View > Patient View/Guarantor View
Patient Portion ‐ Summary View & Detailed View	Patient > Ledger > Patient Portion	Article	Video
Guarantor Note	Patient > Ledger > Account Note	Article	Video
Procedures ‐ Posting From Ledger	Patient > Ledger > Procedure (+)	Article	Video
Payments ‐ Patient	Patient > Ledger > Payment (-)	Article	Video
Payments ‐Tags	Patient > Ledger > Payment (-) > Add a tag	Article	Video
Payments ‐ Insurance	Patient > Ledger > Payment (-) > Method > Insurance Payment	Article	Video
Payments ‐ Insurance Secondary		Article	Video
Payments ‐ Insurance Primary ‐ Create Secondary Claim	Patient > Ledger > Payment (-) > Method > Insurance Payment	Article	Video
Payments ‐ Split Insurance	Home > Insurance > Bulk Insurance Payments	Article	Video
Adjustments ‐ Posting Credits	Patient > Ledger > Credit (-) Adjustment	Article	Video
Adjustments ‐ Posting Charges / Initial Balances	Patient > Ledger > Charge (+) Adjustment	Article	Video
Adjustment ‐ Tags	Patient > Ledger > into adjustment > Add a tag	Article	N/A
Applying unapplied credits	Patient > Ledger > hover Unapplied Credits > Click Apply Credits	Article	Video
Payment Plans ‐ Create / Print	Patient > Ledger > Payment (-) > Create payment plan	Article	N/A
Payment Plans ‐ Update / View Initial Values		Article
Payment Plans ‐ Finalize		Article
Patient Walkout ‐ Create Claims	Patient > Ledger > Patient Walkout > Create Claims	Article	Video
Patient Walkout ‐ Claim Detail / Split Claim	Patient > Ledger > Patient Walkout	Article	N/A
Patient Walkout ‐ Claim Detail / General ‐ Billing Providers	Patient > Ledger > Patient Walkout > General	Article	Video
Patient Walkout ‐ Claim Detail / Claim Info	Patient > Ledger > Patient Walkout > Claim Info
Patient Walkout ‐ Claim Detail / Ortho auto month total ins. Claim	Create Claim > Claim Info > Orthodontia
Patient Walkout ‐ Claim Detail / Modify Attached ICD‐10 Codes	Create Claim > Procedure tab
Patient Walkout ‐ Claim Detail / Attachments	Create Claim > Attachments tab
Patient Walkout ‐ Claim Detail / Status‐Notes	Create Claim > Status/Notes tab
Patient Walkout ‐ Claim Detail / Print‐Submit Claim	Create Claim > Print or Submit	Print: Article Submit: Article
Patient Walkout ‐ Enter Patient Payment	Patient > Ledger > Patient Walkout > Payment	Article	Video
Patient Walkout ‐ Generate Statement	Patient > Ledger > Patient Walkout > Statement	Article	Video
Review Abbreviation & Symbol Legend	Patient > Ledger > (?) Symbol	N/A	N/A

APPOINTMENT PANEL

SUBTOPIC

PATH

ARTICLE

VIDEO

Update Patient Status

Routing Panel > Checkout

Article

Video

Post Procedure From Status Tracker

Routing Panel > Checkout > Complete Treatment button

Video

CLAIM MANAGEMENT

SUBTOPIC	PATH	ARTICLE	VIDEO
Create Claims	Home > Insurance > Create Claims	Article	Video
Unsent Claims	Home > Insurance > Unsent Claims	Article	Video
Sent Claims	Home > Insurance > Sent Claims	Article	N/A
Unresolved Claims	Home > Insurance > Unresolved Claims	Article	Video
Outstanding Claims	Home > Insurance > Outstanding Claims	Article	N/A
Bulk Insurance Payments	Home > Insurance > Bulk Insurance Payments	Entering: Article Applying: Article Editing: Article Deleting: Article	Video
Patient Insurance Claims	Patient > Insurance > Insurance Claims	N/A	N/A

DAY END REPORTS

SUBTOPIC	PATH	ARTICLE	VIDEO
Day Sheet	Home > Reports > Day Sheet	Article	Video
Deposit Slip	Home > Reports > Deposit Slip	Article	Video

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