You can use the Treatment Planner to flag procedures with a pre-authorization reminder. This feature works in conjunction with the pre-authorization functions found in the Ledger.
You can add a pre-authorization reminder flag to multiple procedures simultaneously.
To specify that a procedure requires pre-authorization
1. In the Treatment Plan Case Setup panel of the Treatment Planner window, select a treatment plan case, click the plus sign (+), and then select one or more procedures that you want to add a reminder flag to.
Note: To select multiple procedures, press the Ctrl key, and then click the procedures that you want to add.
2. In the Edit menu, click Edit, point to Dental Preauthorization Estimate, and then click one of the following options:
· Needed - If the procedure requires pre-authorization.
· Clear - If the procedure is flagged Needed, but does not require pre-authorization.
Note:When you flag a procedure to require pre-authorization, the following codes appear in the PreAuth column of the Case Detail panel.
· N1 or N2 - Indicates that the insurance carrier requires a pre-authorization.
· S1 or S2 - Indicates you sent a pre-authorization to the insurance carrier.
· A1 or A2 - Indicates that the insurance carrier accepted a pre-authorization.
· R1 or R2 - Indicates that the insurance carrier rejected a pre-authorization.
Note: You must itemize pre-authorizations received from an insurance carrier by procedure to update the PreAuth column.