Check for Service Restrictions from the Chart Details

You can check procedures for service restrictions directly from the Chart Details section of the Tooth Chart.

Note: Users should always check a previously planned procedure to ensure that any requirements have been met before completing the procedure.

To check restrictions from the Chart Details:

1. Select one or more procedures from the Chart Details section of the Tooth Chart.

   

2. Right-click the selected items, and select View Service Restrictions.

   

   Note: Service items with an unacknowledged service restrictions will have an alert icon () in the SR column. Service items with acknowledged service restrictions will have a green check mark ().

   The system displays a list of service restrictions for the selected services.

   

3. If you determine that a service restriction does not apply to the selected procedure, select the Acknowledged check box next to the alert. Or, to acknowledge all alerts for a particular service code, select the Acknowledged All checkbox. Acknowledged alerts will be shaded green.

   

4. Click OK.

If a procedure has unacknowledged service-restriction alerts, it can still be planned and completed; however, the procedure may not be covered by the carrier.