First, design a Treatment Plan for the patient. Before doing so, ensure an insurance plan is attached to the patient.
On the Treatment Plan screen, place a check mark in the box for the procedure(s) that needs to have a pre-authorization claim generated. The procedure code line will be highlighted.
Click the Pre-Auth button, and claim details will display.
Click the Save Button
Saving the Preauth will send it to the Batch Claims Processing Screen (Utilities /Batch Claims Processing) for the office to send over to DentalXchange.
Pre Authorizations work a little different when sending to DentalXchange from Denticon.
When submitting a Preauth, you would ensure the status of the preauth is Created, Not Sent and click Save.