Tuesday, April 22, 2014

Entering Patient Disability Status for Insurance Claims

Did you know that you can set a patient's permanent disability status for insurance claims from either the Family File or the Appointment Book? When you enter that information from either of these modules, it is marked by default every time you generate a claim.

From the Family File:
  1. With a patient selected, double-click the Insurance block to open the Insurance Information dialog box.

  2. Click the Insurance Claim Information button to open the Insurance Claim Information dialog box.

  3. In the Additional Information section, you can mark the box for Disabled, as well as enter other information about accidents and injuries.
  4. Click OK to save your changes.
  5. Click OK to return to the Family File.
From the Appointment Book:
  1. Double-click the patient's appointment to open the Appointment Information dialog box.


  2. Click the Ins Claim Info button to open the Insurance Claim Information dialog box.


  3. In the Additional Information section, you can mark the box for Disabled, as well as enter other information about accidents and injuries.
  4. Click OK to save your changes.
  5. Click OK to return to the Appointment Book.
For additional information about setting insurance claim information, see the "Setting default claim information" and "Editing insurance claim information" topics in the Dentrix Help.

Default insurance claim information is a topic covered in the Streamlining Insurance Processes course offered at this year's Business of Dentistry Conference.

Visit http://businessofdentistry.com/dentrix/ for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered. 

No comments: