Copying payment tables from insurance plans

You can use a payment table when an insurance carrier always pays the same fee for a procedure, rather than a percentage. You can update the insurance payment table whenever you receive payments from a carrier to maintain the accuracy of the table and to facilitate calculating insurance estimates. You can either enter procedures into the payment table manually, or if you itemize insurance payments, you can update the payment table whenever you post a payment to a claim.

To speed up the process of for creating payment tables, you can create a payment table by copying one from another insurance plan and then editing the entries.

Important:

· Updating any benefit and coverage information will affect all patients covered by the insurance plan you are updating.

· If a procedure is in the coverage table and the payment table, the amount in the payment table overrides the amount in the coverage table.

To copy a payment table from an insurance plan

1. With a patient selected in the Family File, double-click the patient’s Insurance Information block.

The Insurance Information dialog box appears.

2. Click Benefits/Coverage.

The Dental Insurance Benefits and Coverage dialog box appears.

3. Click the Payment Table & Allowed Amounts tab.

The Payment Table and Allowed Amounts table appears.

4. Do one or both of the following:

· To copy a payment table from a selected insurance company, click the Select Insurance Plan to Copy From button.

· To copy allowed amounts from a selected insurance company, click the Select Insurance Plan to Copy From button.

The Select Insurance Carrier dialog box appears.

5. Select the insurance company that you want to copy the payment table and/or allowed amounts from, and then click OK.

The Payment Table and Allowed Amounts table fills in.

6. As necessary, edit the payment table and allowed amounts, and then do one of the following:

· To save your changes, click Save.

· To undo your changes, click Undo.