View Charge Entry screen. View Video, 2 min. 29 sec.

Insurance Button
The Insurance button has pictured a magnifying glass with the word "Insurance."  When you click on the Insurance button the Procedure Insurance Status screen will open on top of the Charge Entry screen.  This screen has two functions.  These will now be discussed.

Insurance Status
The Insurance Status for a procedure indicates the current stage of insurance processing for the procedure.  That is, has the procedure been printed on an insurance form or not.  There are four possible status settings:

• Not Processed Yet
• Sent For Payment
• Sent For Authorization
• Do Not Print On Form

When a procedure is first posted it will be at the Not Processed Yet stage.  After the procedure has been printed on an insurance claim form for payment or authorization, the status will change to those settings.  This is automatic.  You do not have to set this yourself.  However you can set it manually if you desire. If you are posting a procedure that you do not want to print on a claim form, click on the Do Not Print On Form status option.  This will prevent the procedure from automatically qualifying for insurance printing.  The best time to do this is before you click the Record button.

You may set certain procedures to automatically default to the Do Not Print On Form status option.  You set up your Procedure table using the Procedure Table Entry screen.  On this screen there is an option called Insurance Printing.  The choices are Yes or No.  Yes is the default.  If you change it to No the procedure will be automatically posted with the status of Do Not Print On Form unless you change it.

Insurance Benefit
If Automatic Benefits are active for this patient the Insurance Benefit field will be visible on the Procedure Insurance Status screen.  This field will allow you to designate a different benefit than would normally be calculated by the program.