When we try to generate a pre-authorization, the “Pre-Authorization Detail” screen is blank. What’s wrong with our patient’s treatment plan?

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

The issue resides in the insurance plan setup.

If the patient’s record has an insurance plan attached which is indicated to not submit a claim, the claim screen will be blank.

An insurance plan is indicated to not submit a claim if the insurance plan setup indicates in the “Print Options” field:

• Print supplemental charges only on claim
• Do not print a claim