For a procedure to be included on a pre-authorization claim:
- The patient must have a dental insurance plan attached to the patient record, and the plan setup must be indicated to submit a claim
- The procedure must be indicated as billable to an insurance carrier; that is, there must be a D or DD in the “Bill” column
- The procedure must have a fee
If the patient’s record does not have an insurance plan:
- a plan must be associated to the patient’s record
- the Treatment Plan must be re-estimated in order to create a billing order in the “Bill” column
If the patient’s record does have an insurance plan:
- the Treatment Plan must be re-estimated in order to create a billing order in the “Bill” column