I need to bill the insurance carrier for the periodic billing amount. How do I make sure the patient’s Ledger shows me what is owed, and submit the claim to the carrier?

Process description:
In order to bill the insurance carrier for the periodic billing amount, the periodic charges must first be generated and posted to the ledger. Once the charges have posted to the ledger, a claim can be created so that the insurance carrier can be billed. 

Step-by-step instructions:

1. Click the word “Utilities” and choose the “Generate Ortho Payment Plan Charges” option from the drop-down box.
2. Select the desired date in the “Show Periodic Charges as of” field, and click the Go button.
3. To select all patients in the list, click the box in the gray heading bar of the “Generate Ortho Primary Insurance Payment Plan Charges.”
4. To select an individual patient, click the box beside the name for the desired Bill Date to be posted.
5. Click the Post Insurance Ortho Periodic Charges button.
6. If secondary insurance charges need posting, the same method is used in the “Generate Ortho Secondary Insurance Payment Plan Charges” section.
7. To prepare the insurance claim, access the patient’s Ledger and process the claim.

Tips and best practices:
If the office is billing the ortho claim as single one-time claim, make sure that "Suppress Periodic Billing" box is checked when setting up the ortho contract:

Definitions of Fields in Orthodontic Payment Plan