Description
version 5.1+
Insurance Ortho Charges and Limits can now be tracked separately from the Total Patient Limit. With this change, the treatment will split patient/insurance fees based on the category limit only and not on the general insurance balance remaining.
Step-by-Step
- Visit the Patient File module.
- Activate the appropriate patient file.
- Select the Insurance tab.
- Highlight the relevant policy.
- Select the Coverage button in the lower right.
- Scroll through the list until you find an Ortho category line, the letter “O” will be in the category column for that line.
- Enable the Exclude from Family/Patient limit option.
- Enable the Cat. Limit box.
- Enter the amount eligible.
- Define the period in the dropdown: Months, Years, or Lifetime.
- Enter a number if you chose Month or Year. Leave it blank if you selected Lifetime.
- Select the Save icon.
- Close this window.
- Double left click your policy holder in the Dependent box.
- In the new window, note your patient or family balance.
- In the lower box, we see the separated Ortho limit.
Billing treatments will not affect this limit amount, only codes that fall under the O. category will do so.
Additional Resources
