You can view procedures, change billing and rendering provider information, change claim information, and update the status for a pre-authorization.
To change pre-authorization details
How to get there
Use the Patient Search field to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under Clinical, clicktap Treatment Planner.
The patient's clinical record opens with the Tx Planner tab selected.
On the Tx Planner tab of a patient's clinical record, do one of the following:
Create a pre-authorization.
ClickTap Pre-Authorizations to view a list of existing pre-authorizations. Then, clicktap the pre-authorization that you want to edit.
The Pre-authorization Detail dialog box appears.
New or Unsent Pre-authorization
Sent or Queued Pre-authorization
Change the details as needed on any of the following tabs:
The Procedures tab displays the associated procedures.
The General tab displays billing and rendering provider information, the pay-to address, patient information, subscriber information, and payer information.
You can change the Billing Provider and/or Rendering Provider.
The Pre-Auth Info tab(notes for the insurance carrier for this pre-authorization only).
You can enter or change any of this information.
Note: Only the first 80 characters of Remarks for Unusual Services are submitted electronically.
The Attachments tab, displays the patient's perio exam and the images from the patient's Document Manager that are attached.
You can add and remove attachments if the pre-authorization has a status of Unsent, Queued, Sent, Printed, or Attachment Error:
To add an image attachment, clicktap Add From Document Manager. In the Add From Document Manager dialog box, select the check boxes of the images that you want to attach, and select a classification/type for each selected image (if necessary, you can change the classification/type later by selecting a different option from the Classification/Type list on the Attachments tab). ClickTap Done.
To attach a perio exam, clicktap Add Perio Exam to view a menu that lists the dates of the patient's perio exams, and then clicktap the date of the perio exam that you want to attach.
To remove attachments, select the All check box to select all the attachments, or select the check boxes of the attachments that you want to remove. ClickTap Remove Selected. On the confirmation message that appears, clicktap OK. The image is removed from the claim but not from the document manager.
The Add From Document Manager button is not available if the payer is a non-supported carrier (a carrier that was manually added to your practice database not from the list of supported carriers that Henry Schein maintains; it has payer ID of 06126).
The Add Perio Exam button is not available if the payer is a non-supported carrier or if the patient does not have any perio exams entered in his or her record.
Only .jpg/.jpeg files from a patient's document manager are valid for images that you want to attach to pre-authorizations. You can attach only one perio exam to any given pre-authorization. You can have up to a total of 10 attachments per pre-authorization.
The Status/History tab, displays the created and sent (if applicable) dates of the pre-authorization and statuses.
You can type a message in the Note field and then clicktap Add Note to add a custom status update.
Do one of the following:
ClickTap Save and then Cancel to save and close the dialog box.
ClickTap Submit to save the changes and submit the pre-authorization.
ClickTap Resubmit to save the changes and resubmit the pre-authorization.
ClickTap Print and then OK on the message that appears to create the pre-authorization as a PDF file that you can print.