Treatment Planner: Insurance estimate reflecting office fee not the contracted fee

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    GW - Technical Writer

    The reason the office fee is showing in the insurance fee is because the fee schedule was not attached to the patient's insurance plan. To check that you would want to: 

    1. From the Home menu, click Carrier.
    2. Select the patient's carriers and then the plan.
    3. From the "PPO contracted fee schedule" list, select the appropriate fee schedule. (If the necessary fee schedule is not listed, you will need to create one.)

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    Jose Galarza

    How will the treatment plan fee work with the discount plan for self-pay patients?

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    Greg Quandt

    If you have non-insurance discount plan, then you attach it to the patient. The treatment plan will show the full fee and the discount and the ledger will automatically apply the discount when the procedure is completed.

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