Creating a preauthorization estimate is very similar to creating a claim for completed treatment. To understand how preauthorization estimates are created, click here.
To create a primary dental preauthorization estimate
1. With a patient selected in the Ledger, click Options, and then click Treatment Plan.
Note: If the Treatment Plan option is not available in the View menu, it is probably because you have All (with running balance) selected on the View menu. In the View menu, click All (with running balance) to clear the option.
The Ledger title bar now reflects that you are in the Treatment Plan view.
2. Before you create the preauthorization estimate, you must first enter the treatment plan procedures.
3. In the transaction log, do one of the following:
Select the procedure or procedures that you want to create a preauthorization estimate for, and then in the Insurance menu, click Selected Procedures.
Click All Procedures in the Insurance menu to create a preauthorization estimate for all the procedures in the transaction log.
The Primary Dental Preauthorization Estimate window appears.
4. To submit the preauthorization estimate, click Submit.
The Submit PreAuth dialog box appears.
5. Click one of the following:
Batch - Sends the estimate to the Batch Processor.
Send Electronically - Sends the estimate electronically using eTrans.
Note: You must register to use eServices eClaims before you can use this option.
Print - Prints the estimate.
Important: Avoid exiting the Primary Dental Preauthorization Estimate window without batching, sending, or printing the estimate to ensure that it is submitted.