You can change the billing provider, rendering provider, and/or pay-to provider for a specific dental pre-treatment estimate.
Notes:
You can set up the default pre-treatment estimate providers and the billing provider overrides for electronic pre-treatment estimates in the Practice Defaults.
Changing pre-treatment estimate providers requires the "Insurance Claims, Edit" security right.
To change providers for a dental pre-treatment estimate
In the pre-treatment estimate window, double-click the Billing Provider, Rendering Provider, or Pay-To Provider block.
If applicable, do one of the following:
If the Password - Insurance Claims, Edit dialog box appears, user verification has been assigned to the "Insurance Claims, Edit" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Edit" 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 Claims, Edit" security right, have a user with permission temporarily override this restriction so you can change a pre-treatment estimate provider 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 Claims, Edit" security right. To have a user with permission temporarily override this restriction so you can change a pre-treatment estimate provider this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Select Provider dialog box appears.
Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options:
This Clinic - To search for the provider in the clinic that you are currently logged in to.
All Clinics - To search for the provider in all clinics.
Note: This option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
My Clinics - To search for the provider in the clinics for which your user account has been granted the "My Clinics, Select Provider " security right.
Note: This option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.
Click
the search button 
.
The matching primary and secondary providers appear in the list.
Select the correct provider.
Click OK.
Repeat steps 1-8 as needed to change other providers for the pre-treatment estimate.