Creating a preauthorization estimate is very similar to creating a claim for completed treatment. For more information about preauthorization estimates, please click here. Before you can create a secondary dental preauthorization estimate for a patient, you must first assign a secondary insurance plan to the patient.
Note: Secondary insurance preauthorizations are for informational purposes only. Use them as a general guide to coverage, not as an exact billing estimate.
To create a secondary dental preauthorization estimate
1. Create a primary dental preauthorization estimate.
2. In the Primary Dental Preauthorization Estimate window, click Create Secondary.
The Secondary Dental Preauthorization Estimate window appears.
Note: If you have made changes to the patient's secondary insurance plan since creating the primary dental preauthorization estimate, the Create Secondary menu option is not available.
3. To submit the preauthorization estimate, click Submit in the menu bar.
The Pre-Estimate ... dialog box appears.
4. 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 Secondary Dental Preauthorization Estimate window without batching, sending, or printing the estimate to ensure that it is submitted.