PreAuthorizations 

Preauthorizations are created and managed from the Treatment Plan module.

A preauthorization is very similar to an insurance claim, except that when it is sent, the date of service is left blank. The insurance company reviews the procedures sent and decides whether they are covered under the patient's contract. They will send back a form with an estimate of how much will be covered for each procedure. To create a new preauthorization, highlight one or more procedures in the Treatment Plan module, holding down the control key for multiple procedures. Then click the PreAuthorization button in the main toolbar. Click OK in the Claim Edit window as for any other claim. Then, you can print or send electronically from the Claim Send window. Single clicking on a preauthorization in the list causes all procedures attached to that preauthorization to be highlighted in the main list for easy viewing.

When creating a preauth, you must manually select the insurance plan and relationship. If you want other coverage to also be shown on the preauth, you must set that after creating the preauth.  At the top of the claim edit window, there is a change other coverage button.  This can be used to set secondary coverage if desired.  It can also be used to set the primary coverage if this is a preauth to a secondary insurance plan.

When the preauthorization comes back from the insurance company double click on the preauthorization to open it.  Click the Payment By Procedure button at the upper right.

Enter the amounts of the estimates along with any remarks for each procedure, and click OK.  The estimates that you enter will flow into the patient's treatment plan estimates.

The preauthorization number that you receive should be put into the notes section of the preauth for later reference.  Later, when creating the final claim, you will need to copy that number from the preauth note into the Predeterm Benefits field at the top of the Claim edit window.