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Video instructions and help with filling out and completing Patient claim form
Welcome to the judge Maps for the week in this week's tip I'm going to show you how to disallow a charge from showing up on a claim form so you don't bill it to the insurance company we'll start by going to our patient list by clicking on patients up here at the top and then we'll choose Robin Williams to work with so I'm going to simply click his name and click on Ledger I'm gonna post a few items from his treatment plan by going to my options menu and clicking post from treatment plan and we'll go ahead and select the items that we want to post for today's treatment we'll say the crown on number 4 and the buildup on number 4 and let's say it was a CEREC crown so we seeded it today - and then I'm gonna click post selected items and now on the ledger you can see our seat our crown and our post and core build-up for tooth number 4 in many situations the insurance company is gonna pay you based on the date you prepped the crown not necessarily the day you seat crown although there are a few companies that do want the seat date and that is the date that they pay you off of in this situation we're billing to MetLife for our dental insurance and for the most part they want the prep date not the seat date the seat itself does not have any money attached to it so that item I want to exclude from my claim form I'm simply going to double click on that item and mark it as I do not bill insurance item and save my changes now that we've disallowed that on a claim form I'm going to go ahead and create my claim we'll click OK to go ahead and view the claim since two claims were created I actually need to now go to my claims list so I can choose which claim I want to view so we have to Robin Williams claims I'll double click on it to open it up and view the claim and this is for a reason so that's not the claim we were looking for I'll double click on this second one and here's our claim for tooth number 4 for only a buildup and a crown so you can see that the seat did not show up on this claim form which is what we were after if this seating of a crown is a code that you never want to build out to an insurance company and have show up on your clean form we can manage that once and for all just like products for example you wouldn't necessarily build the insurance company for an oral-b or a Sonicare toothbrush that you sold so in order to manage that I'm going to our list and our service code list I'm going to pull up.