INSURANCE PROCEDURE CODES are the healthcare industry standard for
identifying the products and services provided to patients. Think of
them as codes for products and services that are easily recogniz...
1. Go to _File > Reports > Order > Order Charges & Payments_.
2. Enter in your date range and click SEARCH.
3. Click the ADV. FILTER button to the right.
4. Select from the drop-downs the items ...
Once the order has been closed and locked you should not go back and
edit it. You need to return and reenter the order using the After
Sales module. Add the insurance to the new order. If the patient ...
1. Additional copays can be added to an order by first clicking on the
MORE button located near the bottom of the Quick Order screen.
2. A window will open. Check the appropriate box that correspond...
Batch payments once created cannot be deleted from the software. To
modify a batch payment you will be required to go into each individual
order in the batch and modify the payment at the order level....
1. Go to the Patient profile.
2. Go to the _History_ tab.
3. Select the appropriate order and double-click it (the Quick Order
will open).
4. Select the PAYMENTS button (the payment details wind...
Please see the attached PDF for information on how to use the
'Include' column within the Batch Payments module.
Administrators can modify some of the fields of the Batch Payments
Header. This is achieved by unlocking the batch payment record:
1. Search for and select the desired batch records
2. Unlock the ...
See the attached PDF for how to post insurance payments using the
Batch Payments feature.
Record and adjust off any negative balance forwards and/or record
payments when no check has been issued because of negative balance
forwards, Provider Level Adjustments from the insurance company, or...
See the attached PDF for tips and tricks on building you batch
payments list using the Batch Payments feature.
You need to apply the discount in the line item for the frame.
At the order level:
You should have already choosen the Insurance, Plan, and Auth from the
appropiate fields.
Note: If you have ent...
Yes. If the insurance is going to be different from the Primary
Insurance on the patient's profile, then you can change the insurance
to a secondary coverage.
