
You can create a pre-authorization (pre-treatment estimate) from a patient's treatment plan, which will be sent to the insurance carrier.
To create a pre-authorization
How to get there
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If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
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Do one of the following:
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On the Patient menu, under Clinical, click (or tap) Treatment Planner.
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The patient's clinical record opens with the Tx Planner tab selected.
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On the Tx Planner tab of a patient's clinical record, under Active, select a treatment plan.
The procedures (arranged by visit) that are associated with the selected treatment plan appear.
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Select the check boxes of the procedures that you want to include on the pre-authorization.
Note: A pre-authorization cannot include procedures from multiple visits. You must create separate pre-authorizations for procedures in separate visits.
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Click (or tap) Create Pre-authorization.
The Pre-authorization Detail dialog box appears.
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Change the details of the pre-authorization as needed.
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Click (or tap) Submit.
- If you are not able to create a pre-authorization and they have user rights, make sure that bill to insurance is turned on for the procedure.
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