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.
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. From the transaction log, select the procedure or procedures that you want to create a preauthorization estimate for, and then from the Insurance menu, click Selected Procedures.
The Primary Dental Preauthorization Estimate window appears.
Note: To create a preauthorization estimate for all the procedures in the transaction log, from the Insurance menu, click All Procedures. A preauthorization estimate is created, and the Primary Dental Preauthorization Estimate window appears so you can edit the claim information.
4. To submit the preauthorization estimate, click Submit in the menu bar.
The Pre-Estimate ... dialog box appears.
5. Click one of the following options:
· Send to Batch – Sends the estimate to the Batch Processor.
· Send Electronically – Sends the estimate electronically using iTrans.
Important: iTrans does not coordinate preauthorization benefits between primary and secondary carriers, you must coordinate them manually.
· 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.