Create a Preauthorization

To create a preauthorization claim:

1. Launch the Treatment Plan module for the desired patient.
2. Confirm the transactions are ready:
   1. Confirm the patient has proper insurance information attached in the Patient Overview window.
   2. Confirm the primary billing order is set for Dental (D or DD in the Bill column).
3. Select the desired treatments using the check boxes in the first column.

   

4. Click Pre-Auth.
5. Click OK in the confirmation window.

   

6. Review the details on the claim window.

   

7. To include additional information, click the Claim Fill-out Information tab.

   Complete the remarks section and any other necessary information, for example, the prosthesis section for crowns, partials, dentures, etc.

   

8. Click Save and then Direct Print to print the preauthorization.