Updating procedure information

The Procedure Information block lists all of the procedures attached to a claim, including the tooth number, surface, description, date, procedure code, fee, and amount paid.

·        The Date column shows the completion date for insurance claims and the recommended date for pre-authorization estimate claims, even though the recommended date does not print on a pre-authorization estimate.

·        The Ins Paid column shows the amount the insurance paid or pre-authorized for a received claim.

To update procedure amounts

1.   From the Ledger transaction log, double-click an insurance claim or payment or a pre-authorization estimate.

The Insurance Claim or Pre-Authorization Estimate window appears.

2.   Double-click a procedure.

The Itemize Payment or Itemize PreAuth dialog box appears.

 

3.   To update the itemized payment or estimate, type an amount in the Amount Paid field, and then click OK.