How can we add a new insurance category for a plan that does not follow the standard percentage coverage table in the insurance plan setup screen?

Any change to customize the “Default Insurance Plan Coverage Categories” will affect all insurance plans.

 First, a new category must be input:

·   Click the word “Setup” and choose the “Misc Setup” option from the drop-down box, Advanced Tab

·   Select “Default Insurance Plan Coverage Categories”

·   Click the Edit button

·   At the bottom of the screen, enter a unique "Coverage Key," "Pct. Coverage," and "Description"

·   Click the Add button

·   Continue adding desired new coverage categories and default percentage coverage

·   When finished, click the Save button

Now, the procedure code’s default insurance category needs to be changed:

·   Click the word “Setup” and choose the “Procedure Codes” and “Procedure Codes” (again) options from the drop-down box

·   Select the desired procedure code

·   Click the Edit button

·   Change the procedure code’s "Insurance Category" to the desired newly created category

·   Click the Save button

Any new plan that is entered will have the new category and default coverage percentage populated.

Existing plans should be reviewed to ensure the plan has the correct information recorded so procedures may be correctly calculated.

Click Setup >> Insurance >> Insurance Plans