Single insurance payments may be entered:
- Access the patient’s record
- Access to the insurance payment screen may be accomplished two ways:
- Click the word “Transactions” and choose the “Insurance Payment” option from the drop-down list, if the entry is a single transaction
- Access the Ledger screen
- Locate the desired claim for the desired procedures (click the description of the claim to highlight the procedures on the claim)
- Click the date of the desired claim
- Click the Insurance Payment button, which directs the user to the Insurance Payment screen
Outstanding insurance claims that have been submitted through Denticon will appear in the middle of the screen.
Select the date of the desired claim. Procedures on the claim appear at the bottom of the screen, in the Treatments for above selected claim section.
Complete the amount of payment per treatment item in the “New Amt” column. The “Payment Amount” field will be automatically calculated from the entries.
If the carrier paid the full amount of the submitted fees, the payment amount can be placed in the Apply Amount field at the top of the screen. Denticon assumes the charges are paid as submitted.
If all items on the claim have been paid, a checkmark should be indicated in the “Close Claim” box. Denticon assumes a checkmark in the “Close Claim” box by default. If all the claim procedures have not been paid, deselect the mark so the remaining items can be properly allocated for future insurance reimbursement.
Click the Apply button.
NOTE: If no claims appear in the middle of the screen, no claims have been submitted through Denticon. A primary reason would be for claims that were submitted from another practice management program prior to conversion to Denticon, and the amount due for the claim reimbursement is included in the Previous Balance amount. It is, therefore, assumed that the insurance payment should be applied to a previous balance. Select the “Insurance Check to Prev. Balance” button, and apply as directed in the paragraphs above.