Learn the basics of adding, editing and managing insurance plans. Topics will include setting up insurance plans using normal fee schedules, the differences between Category Percentage and PPO Percentage insurance types and how they affect treatment plans, and how to keep carrier and insurance plan lists clean. It is targeted at new users, insurance billing specialists, and those who want a review of best practices. The following items will be covered:
Basics
-Normal Fee Schedules: Entering your Standard (UCR) Fees and a PPO Fee Schedule
-Linking a Provider to a UCR Fee Schedule
-Adding subscriber and patient Insurance
-Edit Insurance Plan window
-Insurance Benefits overview
-PPO and category percentage Insurance Plan Types and Treatment Plans
Review of best practices when managing Insurance Plans
-Using the ‘Pick from List’ button vs. adding employer/carrier
-Adding, dropping and changing insurance plans
-Combining Insurance Plans
-Combining Carriers