View Insurance Form Printing - page 1 screen. View Video, 0 min. 31 sec.

Send Claim To...
If you are printing a claim for a patient with single coverage, the Insurance Form Printing screen will open with the Send Claim To text box displaying Single Coverage. If you are printing a claim for a patient with dual coverage, you will be asked to select if the claim is going to the primary or secondary insurance before the Insurance Form Printing screen opens. When it does open, the "Send Claim To" text box will display either "Primary" or "Secondary," depending upon your selection.

Displayed Procedures
The lower half of the Insurance Form Printing - page 1 screen is reserved for the selected patient's procedures. For each procedure the screen displays its Tooth Number, Surface, Description, Date, Procedure Code, Fee, Performing DDS, and Completion Status (St). There is an additional column heading that is marked with an asterisk "*" or star. This column heading, which we will call the Asterisk Column, designates whether or not a procedure will be qualified to print on the insurance form. The Memo column will import selected line item memos into the claims Remarks for Unusual Service field.

Qualifying Procedures For Printing
As the Insurance Form Printing screen opens, Diamond Dental Software will decide which procedures should be included and which should not be included on the claim form that is about  print. For forms being sent for payment, a procedure will be qualified for printing if the procedure has not yet been printed on a claim form for payment, and if the completion status of the procedure is Done, Started, or Finished. These procedures will have an asterisk "*" displayed in the Asterisk column. Proposed procedures will not automatically qualify for printing on a form being sent for payment. The Asterisk column for Proposed procedures will display the letter "H" which stands for Hold. For claims being sent for authorization, a procedure will be qualified for printing if the procedure has not yet been printed on an insurance form for authorization or payment. The completion status is not a factor for authorization.

Manually Qualifying Procedures For Printing
Before printing an insurance formm you may modify the print status of any procedure using the three Print Status buttons seen at the right of each procedure line. Each procedure has three buttons and they are the Print, Hold, and No Print Ever buttons.  These will now be discussed.

• Print Button - Any displayed procedure that is not currently qualified to print can be made qualified by clicking that procedure's Print button.  After clicking you will see an asterisk appear in that procedure's Asterisk column and the item will be included on the insurance form.
• Hold Button - To suppress a currently qualified procedure from printing you may click on the Hold button.  The letter "H" which stands for Hold will appear in the Asterisk column for that procedure.  The Hold status prevents the procedure from printing on this form, but will not prevent this procedure from qualifying the next time an insurance form is printed for this patient.  The Hold status is temporary.
• No Print Ever Button - The No or No Print Ever button will permanently disqualify a procedure from printing on an insurance form.  After clicking this button you will see an "X" appear in its Asterisk column.  This procedure will not automatically qualify on any subsequent insurance printing for this patient unless the print status is manually changed by clicking the procedure's Print button.