Preauthorizations are created and managed from the Treatment Plan Module. A preauthorization is very similar to an insurance claim, except that when it is sent, the date of service is left blank. The insurance company reviews the procedures sent and decides whether they are covered under the patient's contract. They will send back a form with an estimate of how much will be covered for each procedure.
If there is more than one active plan, the Select Insurance Plan window will open:
Select the plan the preauthorization is for, and the relationship of the patient to the plan subscriber, then click OK.
Preauthorizations for a patient are listed in the top right of the Treatment Plan Module. When you click on a preauthorization, all procedures attached to that preauthorization will highlight for easy viewing.
Double click to view or edit on the Edit Claim Window.
Other Coverage: Set other coverage (e.g. secondary coverage) after you create the preauthorization. Open the preauthorization, then at the top of the Edit Claim window, click Change next to Other Coverage. This option can also be used to set primary coverage if this is a preauthorization to a secondary insurance plan.
Receive a preauthorization (when it comes back from the insurance company):
The estimates will flow into the patient's treatment plan estimates.
Check Preauthorization Status: Check the status in the upper right of the Treatment Plan module, or use the Outstanding Insurance Claims Report and include preauths.