Orthodontics treatment usually involves a patient payment contract, and often involves an insurance payment contract. To design payment contracts, access the Patient Overview. With the section in the lower right corner click the button indicating “Edit Ortho"
Do not set the ortho code complete within the treatment plan as this will incur a double posting once the payment agreement is complete. Once the payment agreement is designed and saved, the treatment code will be placed on the ledger with a $0 fee assigned.
Indicate the procedure code and ensure the proper price of the procedure is in the Fee field. Based on the information in the Insurance Plan Setup, the Est. Patient and Est. Insurance amounts are figured by the system.
Indicate the Treatment Start and End Dates, and the Banding Date.
To design the Patient Payment Plan, click the box at “Start Patient Payment Plan.” Indicate the Plan Setup Date, and the 1st Periodic Billing Date. (NOTE: it is suggested the billing date for all contracts fall on a consistent date; i.e. 1st, 15th, or 30th of each month.) Complete the fields, indicating the down payment, billing interval, and the APR. The number of payments and periodic payment amount is automatically figured.
Important to note>If you are charging a downpayment if you include the downpayment amount in the contract, Denticon will charge the credit card associated with the contract automatically just as it will charge the monthly payment automatically if you have that option included in your Account Setup.
If you have charged the downpayment to the credit before you created the contract, do not include the downpayment in the contract setup. This will cause the card to be charged twice, once by you and once automatically.
To design the Insurance Payment Plan, click the box at “Start Insurance Payment Plan.” Indicate the Plan Setup Date. If desired, indicate the orthodontia Class for inclusion on the claim forms.
Place a check mark in the box at “Primary Insurance.” Indicate the 1st Periodic Billing Date. (NOTE: it is suggested the billing date for all contracts fall on a consistent date; i.e. 1st, 15th, or 30th of each month.)
Complete the fields, indicating the down payment, billing interval, and the number of payments/periodic payment. This information can be obtained from the dental insurance carrier. Click the “Suppress Periodic Printing” box if desired.
Billing for Secondary Insurance can be set in the same manner as Primary Insurance.
When all desired contracts are designed, click the Save Ortho Plan button.