After you enter an authorization for a primary medical pre-treatment estimate, if the patient has additional coverage, you can create a secondary medical pre-treatment estimate.
Note:
If you attached a secondary medical insurance plan to the patient's record or updated that plan after creating the primary medical pre-treatment estimate, to create the secondary medical pre-treatment estimate, you must update Dentrix Enterprise to use new secondary medical insurance plan information.
Viewing pre-treatment estimates requires the "Insurance Claims, Open" security right. Creating pre-treatment estimates requires the "Insurance Claims, Create New" security right.
Editing subscriber information (to update Dentrix Enterprise to use new secondary medical insurance plan information) requires the "Insurance Claims, Edit" security right.
To create a secondary medical pre-treatment estimate
Open the Primary Medical Pretreatment Estimate window if it is not already open.
If you attached a secondary medical insurance plan to the patient's record or updated that plan after creating the primary medical pre-treatment estimate, you must update Dentrix Enterprise to use the new secondary medical insurance plan information to create a secondary medical pre-treatment estimate. Do the following:
Double-click the Subscriber Information 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 edit subscriber information 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 edit subscriber information 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 Patient/Insurance Information dialog box appears.
Select the Update Secondary Insurance checkbox.
Click OK.
You are returned to the Primary Medical Pretreatment Estimate window.
To create the secondary medical pre-treatment estimate, on the Claim menu, click Create Secondary Medical.
If applicable, do one of the following:
If the Password - Insurance Claims, Create New dialog box appears, user verification has been assigned to the "Insurance Claims, Create New" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Create New" 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, Create New" security right, have a user with permission temporarily override this restriction so you can create a pre-treatment estimate 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, Create New" security right. To have a user with permission temporarily override this restriction so you can create a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Create New dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Dentrix Enterprise creates the secondary medical pre-treatment estimate, and the Secondary Medical Pretreatment Estimate window opens.
Note: After creating the secondary medical pre-treatment estimate, you can easily switch back and forth between the primary and secondary medical pre-treatment estimates by clicking View Primary Medical or View Secondary Medical on the Claim menu.
Edit the secondary medical pre-treatment estimate.
Print or submit the secondary medical pre-treatment estimate.