Replacing coverage tables

You can replace the coverage table of any given insurance plan with a copy of the coverage table from any other plan. You can use the replacement coverage table as is or make changes as needed to create a coverage table based on another. Modifying the duplicate coverage table does not change the originating plan's coverage table.

You can also replace a plan's coverage table with a copy of one of the coverage table templates and then modify it as needed for that plan.

Important: Changing an insurance plan's coverage table affects all patients covered by that insurance plan.

To replace a coverage table

1. Do one of the following:

   • While viewing an insurance plan that is attached to a patient's record, click (or tap) Coverage Table.

     

   • While viewing an insurance plan that is associated with a specific insurance carrier, click (or tap) Coverage Table.

     

   The Coverage Table dialog box appears.

   

   Insurance Coverage, %

   

   Patient Copayment, $

2. If necessary, you can change the type of coverage table. From the Type list, select either Insurance Coverage, % or Patient Copayment, $ to specify whether the coverage should be based on a percentage or a fixed amount, respectively.

   

   Notes:

   • If you change the type from Insurance Coverage, % to Patient Copayment, $, the coverage table changes to either the previous version of the patient copayment ($) type coverage table for this plan or, if this is the first time that you have changed the type, the default patient copayment ($) type coverage table.

   • If you change the type from Patient Copayment, $ to Insurance Coverage, %, the coverage table changes to either the previous version of the insurance coverage (%) type coverage table for this plan or, if this is the first time that you have changed the type, the default insurance coverage (%) type coverage table.

3. Do one of the following:

   • From the Select coverage table template list, select a coverage table template on which to base or to use as is for the insurance plan's coverage table.

     

   • In the Replace with search box, begin typing the carrier name, group plan or employer name, or group number of the insurance plan that has the coverage table that you want to copy to the current insurance plan. Continue typing as needed to narrow the results list. Then, select the desired plan.

     

   The coverage ranges for this insurance plan's coverage table are replaced with a copy of the ranges from the selected coverage table template or from the selected plan's coverage table.

   Tip: At any time before you click Save, you can revert back to this insurance plan's coverage table from before a replacement was selected by searching for and selecting this insurance plan from the Search for an existing plan search box. Alternatively, you can click Cancel to close the dialog box and not save the change.

4. Do one of the following:

   • For an Insurance Coverage, % table, 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 boxes 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.

          You can include an alias procedure codes in a range by typing a period (.) in either box. The Code Range boxes change to allow for entering suffixes. Enter a suffix in either or both suffix boxes. If you need a period in either of the main code boxes (the boxes to the left of the suffix boxes), you must type the period again in that box.

          

          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.

     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) the corresponding 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.

   • For a Patient Copayment, $ table, add, edit, and delete the procedure codes as needed.

     Do the following:

     1. To add procedures codes, do the following:

        1. Click (or tap) Add Procedure.

           

           The Add Procedures dialog box appears.

           

        2. Select the check boxes of the procedure codes that you want to add to the coverage table. You can select or deselect the check box in the column header to select and deselect all the procedure codes at the same time.

        3. Click (or tap) Add Checked.

           Note: If you are adding procedure codes to a coverage table that already has procedure codes, the procedure codes are added at the top of the table, which might not be the correct order; however, when you save the template, the procedure codes will be listed in the correct order.

     2. To edit an existing or newly-added procedure code, select it.

        

     3. Set up the following options for that code as needed:

        • Deductible Type - The type of deductible that the procedure applies to.

        • Copayment $ - The patient co-pay. Patients will pay the specified amount for the procedure.

     4. Repeat the steps a - c for any other codes that you want to add or edit.

     5. To delete a code, click (or tap) the corresponding Remove button , and then click (or tap) Delete on the confirmation message that appears.

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

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

6. Do one of the following:

   • To apply the changes to the coverage table and create a new coverage table template using the specified coverage options, click (or tap) Save As New Template. In the New Coverage Table Template dialog box that appears, enter a name for the template, and then click (or tap) Save.

     

   • To apply the changes to the coverage table, click (or tap) Save.

7. Click (or tap) Save or Cancel.