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Add Service Restrictions

In step 4 of adding an insurance plan, you have the option to setup service restrictions.

InsurancePlanSetup_step4of5

To add service restrictions:

  1. Click the button to the right of the Procedure Codes field. The Service Code List displays. Note: Alternately, type the procedure code in the field and skip to step 5.

    procedurecodelist

  2. Perform a search for the desired procedure using the text search.
  3. Select the item(s) and click the right arrow icon to move it to the included procedure codes list.
  4. Click Apply
  5. Select the desired rule from the Service Restrictions dropdown list. The Service Restriction Rule area updates to display the fields related to the selected rule.

    ServiceRes_dropdown

  6. In the Age Range area, specify an age range if necessary. If you enter an age range, the service restriction will apply only to patients whose age falls within that range.
  7. If necessary, enter a description in the Service Restriction Description field. The text in this field will appear in alerts that display regarding the service restriction.
  8. Click the Add New button.
  9. Repeat steps to add additional service restrictions for the insurance plan.
  10. When all service restrictions are added, click Fee Schedule.

See Also

Add an Insurance Plan

Search for a Plan

Set Up the Insurance Plan

Add Insurance Benefits

Add Insurance Coverage

Select a Fee Schedule