Fee Schedule Types - add 2 types
- Contracted Rate with code CR and check Default to UCR
- UCR with code UCR and check Is UCR
Edit all Transaction Types marked “Is Contract” and Records transactions (if applicable)
- FIRST - Under Transaction Codes tab - make sure the CDT code is populated
SECOND - Under Transaction Type tab - add the CDT code in the “Code” field
This is test site data:
- SAVE
Fee Schedule - add all fee schedules
- Add UCR and order #1
- Choose “Type” as UCR
- Click on 2nd icon under the + button to add ALL transaction types that were set up with the CDT code in the Transaction Type tab
- Enter in the UCR amounts for each Procedure
- SAVE
Add each Insurance company separately
- Name will be the name of the insurance company
- Choose “Type” as Contracted Rate
- Click on 4th icon under the x button to import fees from another fee schedule
- Enter the contracted rates (how much can be charged for that procedure) for that insurance company
- SAVE
- In Filter Dropdown, you can select a location and create a fee schedule per location instead of for all locations.
Attach the Fee Schedules to all Transaction Types needed for fee schedules
- In the Transaction Type setup under the Fee Schedule tab, click on the middle icon under the + button to add ALL Fee Schedules
- SAVE
Enter insurance information for patient in Edit Patient Screen/Insurance Tab
- Search for Insurance Company under Plan Info tab
- Search for Fee Schedule for that specific Insurance Company under Plan Info tab
- Click on Benefits tab
- Under the Individual section enter the Ortho Max for that patient
- Under the Remaining section enter the Remaining Ortho amount for that patient
- Enter the Benefit Renewal Date
- In the Benefits section in the middle of the screen, click the + button
- Code Category will be Orthodontics
- Enter the % that the insurance will pay
- Check Is Eligible
- Click OK
- EDIT (save)
When using Financial Arrangement with the Fee Schedules -
- Add Financial Arrangement Type
- Description is Financial Arrangement
- Enter Default Down Payment - usual required down payment
- Enter Low Down Payment - lowest down payment allowed
- Enter High Payment Number - maximum number of monthly payments allowed
Add Financial Arrangement Document into Document Editor as a New Financial Arrangement type of document