For the patients who have insurance, the user could create a pre-authorization for the required procedures to be sent to the insurance company before sending a claim.

Pre-Authorization is managed from the “Chart” view; “Treatment Plans” tab.

To Create a Pre-Authorization, Follow the following:

• Expand the “Patients” menu and select “Patient List”.
• From the patients grid view select any of the existing patients (Who have insurance).
• All patients’ modules become enabled, Select the “Chart”.
• Select “Treatment Plans” tab.
  
  
• By default the “Pre-Authorization” button is disabled. User must tick on the check box of required procedures to activate the “Pre-Authorization” button.
• Press the “Pre-Authorization”.
  
• New “Create New Pre-Authorization” popup appears, that lists the procedures requested for the pre-authorization with it’s data (ADA Code, Name, Status, Tooth Number, Surface, Primary insurance part, Secondary insurance part and the patient part).
  
• If user press “Cancel” button, then the “Pre-Authorization” will not be created and popup closes.
• If user press “Save” button, then the following occurs:
  — “Pre-Authorization” will be created and listed in the “Claims” View to perform the required actions towards the insurance company,
  — Popup closes
  — The check box beside the selected procedure removed.
  — New Symbol appears beside the Primary insurance part in Blue color which means that a pre-authorization had been created for this procedure.
  
• From the “Claims” view, user could sent the pre-authorization then insurance company accept or reject the request.
  — if the pre-authorization request is accepted, then the color of “Pre-Authorization” Symbol in “Treatment Plans” tab changed from Blue to Green.
  
  — if the pre-authorization request is rejected, then the color of “Pre-Authorization” Symbol in “Treatment Plans” tab changed from Blue to Red.
  
• Note that once a pre-authorization is accepted or rejected, it can’t be edited or change it.
  >> For more information about managing the “Pre-Authorization” from Claims view, Check: Pre-Authorization Management from Claims View.