To locate the desired pre-authorization claim, first access the patient record. Click the word “Transactions” and choose the “Pre-Authorization List” option from the drop-down box. A listing of all pre-authorization claims for the patient will be returned. Select the desired claim by clicking on the date.
The Primary Dental Pre-Authorization Detail screen for the desired claim is returned. Indicate the “Pre-Auth #” as printed on the insurance carrier’s Explanation of Benefits (EOB) Change the “’Status” field, and indicate the anticipated insurance payment in the “Est Recvd” field as reported on the EOB. The “Smart Fee” field should be updated and confirmed according to the EOB. Change the “Pre-Auth Status,” and click the Save button.