Create a Preauthorization
To create a preauthorization claim:
- Launch the Treatment Plan module for the desired patient.
- Confirm that the transactions are ready:
- Confirm that the patient has proper insurance information attached in the Patient Overview screen.
- Confirm the primary billing order is set for Dental (D or DD in the Bill column).
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Select the desired treatments using the check boxes in the first column.
- Click Pre-Auth.
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Click OK in the confirmation window.
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Review the details on the claim screen.
- To include additional information, click the Claim Fill-out Information tab.
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Complete the remarks section and any other necessary information, for example, the
prosthesis section for crowns, partials, dentures, etc.
- Click Save and then Direct Print to print the preauthorization.