You can edit the amount that the dental insurance carrier will pay for a procedure on a claim.
Note: Updating insurance plan payment tables requires the "Insurance Payment Tables, Modify" security right.
To edit the insurance amount for a procedure
In the insurance claim window, double-click a procedure in the Procedures list.
Note: The Procedures list displays all the procedures on the dental insurance claim. For each procedure, the tooth, surface, description, date, procedure code, fee, and insurance amount appear. The list can only show up to six procedures at one time, but you can scroll to view other procedures.
The Edit Insurance Payment Amount For Procedure dialog box appears.
In the Insurance Amount box, enter the insurance amount from an Explanation of Benefits (EOB).
Note: For a whole dollar amount, you can enter a number without adding the decimal point and two zeros. For example, if you type 36 and then press Tab, Dentrix Enterprise will change the amount to 36.00.
To save the insurance amount for future insurance estimates, you can update the dental insurance plan's payment table. If you update the amount for this procedure in the payment table, Dentrix Enterprise will use that amount as the estimated insurance portion for this procedure from now on whenever this procedure is planned or completed for patients who are covered under this insurance plan.
Important: It is important that you update the payment table only if the insurance amount applies to all patients covered by the dental insurance plan. For example, if the estimated insurance portion is different from what the insurance will pay because money is being withheld toward a deductible, do not update the payment table. Similarly, if a patient has exceeded their maximum benefit, do not update the payment table.
To update the payment table, do the following:
Click Update Payment Table.
If applicable, do one of the following:
If the Password - Insurance Payment Tables, Modify dialog box appears, user verification has been assigned to the "Insurance Payment Tables, Modify" task. Do one of the following:
If your user account has been granted the "Insurance Payment Tables, Modify" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Payment Tables, Modify" security right, have a user with permission temporarily override this restriction so you can update an insurance payment table this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Payment Tables, Modify" security right. To have a user with permission temporarily override this restriction so you can update an insurance payment table this one time, do the following:
On the message, click Yes.
In the Password - Insurance Payment Tables, Modify dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Click OK.