Insurance and EDI Archives

Mehdi Poptani In 5.2, Insurance and EDI, Transactions

EDI – Reprint Response from Transactions

version 5.2+ This article will guide you on how to reprint EDI responses directly from Transactions. The feature will only let you reprint the latest EDI response from the primary insurance carrier. Secondary responses will be needed to printed from the EDI Manager. Go to Transactions In the treatment tab,…

Mehdi Poptani In 5.2, Insurance and EDI, Tx Plan

Changing the Claim Doctor for Planned Treatments

version 5.2+ This article covers the steps to change the billing doctor for all planned treatments. The steps covered here are to mass change the claim doctor from the Treatment Status report. Select Month End Tasks from Transactions. Check Treatment Status Select OK You may set the Billing Dr. whose…

Mehdi Poptani In Insurance and EDI, Transactions

Moving an Insurance Payment to Another Patient

This article is a guide of how to reallocate an insurance payment from one patient in a family to another patient part of a different family.In this scenario, the insurance company is asking you to move the payment from this patient since the treatments were reversed, to another patient part…

Mehdi Poptani In Insurance and EDI, Transactions

Refunding an Insurance Payment

This article will guide you on how to enter an insurance refund adjustment for a reversed claim.When a claim is reversed (CV status), and the insurance company is asking for a refund of the payment, you will need to post a refund adjustment. Select the Adjustments tab from the Patient…

Mehdi Poptani In Insurance and EDI, Power Practice Settings, Transactions

Consolidate Labs from the Insurance Company Settings

This article is a guide on how to consolidate labs in the insurance company settings. Select the Practice menu Select Maintenance Manager Double-click on Insurance Companies from the Insurance tab In the Criteria field, add the insurance company code Select Search Select the company from the results of your search.…

Mehdi Poptani In 5.0, Insurance and EDI

Printing Purged EDI Claims

version 5.0+ This article is a guide on how to search for and print purged EDI responses. Select the Office menu Select EDI Manager from the drop-down Right-click on the table and select View Purged EDI Claims From the Archived EDI Claims window, Select Patient to search for patient Select…

Mehdi Poptani In Insurance and EDI, Patient Information

Adding Patient Insurance

This article is a guide to add existing and new insurance policies into your patient files.Adding a Policy That Exists in Your Power Practice1 Select the Create Record icon. 2 Select the Policy Holder from the dropdown list. NOTE: If the Policy Holder is not in the dropdown list, they…

Nicole In Insurance and EDI

Keeping your Office Insurance Company Settings Up to Date

This is a warning block Features used by specific insurance companies Eligibility - supported by ADSC, Autoben, Beneva, HPEI- Public Health Dental Programs, Quickcard, and TELUS Adjudicare Multi-Page Predetermination - supported by Alberta BC, Group Health Benefits Solution, Group Source, HPEI- Public Health Dental Programs, Manion Wilkins and Simply Benefits…

Nicole In Insurance and EDI

Checking Policy Reset Dates

This article is prepared with 2022 dates. When checking policy reset dates make sure to change the year you are preparing for. Example: If it is 2023 and you are checking for correct reset dates in 2024, ensure the reset date entered is 2024.Checking policy limit start dates can be…

Nicole In 5.1, Insurance and EDI, Transactions

Insurance Attachments

version 5.1+ You can now submit attachments electronically to support your insurance claims. For a more streamlined workflow, you can also enable multipage predeterminations and enable attachments along the way.Only certain carriers support the Attachment function. Check the supported transaction types for each provider with CDAnet here.This article applies to…

Insurance and EDI