Dental practices that accept PPO insurance plans want to make sure that they are collecting the correct amount for each patient - and that amount depends on the PPO fee schedule. That means you can have two patients come for the same filling, but need to collect completely different amounts depending on their insurance.
Dentrix Ascend always enters UCR fees into the ledger - and for PPO patients, it also will calculate the insurance estimate and estimated write off based on the PPO fee schedule. This is great for reporting since you can easily view the write off for each carrier, plan, patient or even procedure. To see how you can build a custom report to evaluate your insurance carriers, go to Insurance Carrier Review.
It is also important that your front desk team clearly see the amount to collect when they are checking out the patient. To help your team more easily see the net production amount in the ledger, we created the ledger option PPO Write-offs: Automatically post PPO Write offs when claims are created. When you have this switched on, the software will automatically post a line item in the ledger when you create the claim. The adjustment amount is based on the difference between the UCR fee schedule and the PPO fee schedule attached for that patient.
When this feature is switched on, the day sheet view is impacted. To help you see how turning this switch on/off impacts the ledger and the day sheet, please watch this video (best viewed full screen).
Workflow Suggestion for Day Sheet
One workflow suggestion when this is turned on - if you run your day sheet and then see any $ amount in the Estimated Insurance Write Off line, then the main way to find this amount is to look under Home, Create Claims and look for claims with today as the date of service that have not yet been created. There also could be claims that have had the adjustment manually removed that contribute to this amount, but there is no report for that at this time.