Creating coverage table templates

Dentrix Ascend has five default coverage tables, which you can use as templates for setting up the coverage tables of insurance plans. You can create your own templates for your organization as needed.

Note: Coverage table templates are global (available to all locations across your organization).

To create a coverage table template

1. On the Coverage Table Setup page, do one of the following:

   • Create new - To make an all new coverage table template, click (or tap) New Coverage Table.

     

   • Base on existing - To make a coverage table template based on an existing template, select the template that is similar to the one that you want to create.

     

   The options for adding or editing the coverage table template appear. The options that are available depend on whether you are creating a new template or making one that is based on an existing template.

   New

   

   Based on Existing

   

2. Type or change the Template name. A coverage table template's name must be unique.

3. Add, edit, and delete the procedure code ranges as needed.

   Do the following:

   1. Click (or tap) Add Range to add a procedure code range, or select an existing range to edit that range.

      

   2. Set up the following options for that range as needed:

      • Code Range - The ADA or custom procedure code range. These fields accept dashes (-), periods (.), numbers, and letters, and they can be up to 10 characters in length. Make sure there are not any overlaps and gaps in the sequence between the starting and ending codes in the range and between other ranges.

        Note: When you change a range and then click (or tap) somewhere else, the text of the range that you modified turns bold. Also, any ranges that overlap or that are invalid become highlighted in red, and you cannot save the changes to the coverage table until those errors are resolved.

      • Category - The procedure category for the procedures in the range.

      • Deductible Type - The type of deductible that the procedures in the range apply to.

      • Coverage % - The percent that the insurance carrier pays on covered charges (after any deductible, up to any allowed amount, and up to any maximum allowed benefit) for procedures in the range.

      • Co-pay $ - The patient co-pay for capitation plans. Patients will pay the specified amount for the procedure (do not use more than one procedure in a range when working with the coverage table for a capitation plan).

   3. Repeat the steps a - b for any other ranges that you want to add or edit.

   4. To delete a range, click (or tap) that range's Remove button , and then click (or tap) Delete on the confirmation message that appears.

      Important: If you are deleting the only range in the coverage table, the entire table will be deleted.

4. To add, edit, or delete exceptions to the coverage for specific procedures, click (or tap) Manage Exceptions.

5. Do one of the following:

   • For an all new template, click (or tap) Save.

   • For a template based on another, click (or tap) Save As New Template.