Insurance > Insurance Companies

Key Info  
Purpose:

Configure and manage insurance companies and their settings.
Related Module(s):

Insurance
Accessed From:

Maintenance > Insurance > Insurance Companies
Window(s):

Insurance Companies List Window

Insurance Company

Insurance 835 Remittance Overrides

EDI Settings

Ortho Billing Information

Claim Form Exceptions

Claim Form Comments

Selecting Procedures (for EDI Exemptions)

Selecting Procedures (for Exemptions)

Selecting Procedures (for Preauthorization)

Selecting Procedures (for Oral Cavity Mapping)

Selecting Procedures (for Required Attachments)

Billing Number

Billing Entity Definitions

Billing Entity Exceptions

Insurance Billing ID Overrides

Insurance Company Default Coverage

EDI Procedure Code Overrides

Insurance Company Advanced Options

Selecting Procedures (requiring ICD codes)

Dependencies:

City Codes, State Codes, Country Codes

Contract Policy Codes

Service Type Codes

Fee Schedule Codes

Adjustment Codes

Claim Form Codes

Claim Adjustment Reason Codes

Procedure Codes List

Provider Types

Tx Disciplines

Practices

Coverage Templates

Insurance Companies List Window

The Insurance Companies List window allows you to search for and manage the list of Insurance Companies for use by patients at your institution.

Field Description
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Include Inactive

A check box that, when selected, indicates that inactive insurance companies are included in the search results.
Type of Cvg

A drop-down list that indicates whether results are filtered based on the type of coverage configured for the insurance company.

  • All
  • Dental
  • Medical
Search On

A drop-down list that indicates the field to search on:

  • Insurance Code
  • EDI Code
  • Name
  • Address
  • City
  • State / Province
Task Procedure
Search for Insurance Companies
  1. Use the check box, Criteria field, and Type of Cvg and Search On drop-down lists to set the search parameters.
  2. Click the Search For Data () icon and review the results.

    3. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

    Tip: Plans with start dates set in the future display in gray.
Add Insurance Companies
  1. Click the Create a new Record () icon to display the Insurance Company window.
  2. Complete the fields as necessary and click OK.
Edit Insurance Companies
  1. Search for and select a listed entry.
  2. Click the Edit Record () icon to display the Insurance Company window.
  3. Make any necessary changes and click OK.

    4. Tip: You can also double-click a listed entry to display the Insurance Company window.

Delete Insurance Companies
  1. Search for and select a listed entry.
  2. Click the Delete Record () icon.
  3. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Insurance Companies report, click the Preview Report () icon.
  2. To print the Insurance Companies report, click the Print Report () icon.

    3. Note: The Insurance Companies report uses the Insuranc.rpt file.

Insurance Company Window

The Insurance Company window allows you to configure settings for insurance companies in axiUm.

Field Description
Code

A text field that uniquely identifies the insurance company.
Inactive

A check box that, when selected, indicates the insurance company is inactive and not currently in use.
EDI Code

A field that indicates the EDI billing code to use for this insurance company.

If this is a participating payor, this field is provided by Change Healthcare.

In this case, axiUm will automatically enter EDI code 06126 on claims for this insurance company.
Office Id

A field that indicates the EDI office ID assigned for this insurance company.

If this is a participating payor, this is set to NOCD. For all-payor claims, it is set to the last four digits of the Payer ID provided by Change Healthcare.
NPI

A field that indicates the National Health Plan Identifier (NPI) to print on insurance claims generated for this insurance company.

Note: This is a 10-digit numerical code.

In segment NM1 (Payer Name), if there is an insurance company NPI specified, NM108=XV, NM109=Ins.Co.NPI. If no insurance company NPI is specified, NM108=PI, NM109=Ins.Co.EDI Code.
Name A field that indicates the name of the insurance company that prints on all claims.

Address / City / State / ZIP / County

Text fields that indicate the address or location information for billing doctor.

The ellipses are used to display the City List window and State Codes window to assist users in selecting a city and state.
Phone # / Contact Fields that indicate the phone number and name of the contact person for this insurance company.
Note

A field that allows entry of additional information about the insurance company.

Example: Call before 3pm for support services.

This note only appears in this window, unless it is included in custom reports configured to display this information.
Field Description
Contract Code

A field that indicates the contract code for any insurance company that is controlled by any company paying on a fee schedule.

Example: The government-controlled organization Ministry of Social Services (MSS).

Setting a contract code on the insurance company will cause the system to flag the account as a contracted plan.

axiUm displays a (contract) icon in the Patient Card window as well as in the General tab of the Transactions module.

Clicking the ellipsis displays the Contract Policy Codes window.
Service Type

This field is only use in the US, by medical insurance companies. These are only needed if producing claim forms for medical insurance companies.

Clicking the ellipsis displays the Service Type Codes window.
Default Fee

A field that indicates the default fee schedule for this insurance company. This fee schedule will override the usual provider fees for services billed to this payor.

Clicking the ellipsis displays the Fee Schedule Codes window.
Co-pay Amt

A field used if this insurance company requires a co-payment.

This field indicates a patient visit fee that is charged once per date. If the patient visits multiple times in one day, they are charged only once.
Payment Process

A drop-down list that indicates how insurance payments should be processed:

  • None: No automatic processing is performed.
  • Auto transfer: Amounts not covered by insurance are automatically transferred to the patient for payment.
  • Auto write-off: Amounts not covered by insurance are automatically written off.

    • Note: Selecting Auto transfer or Auto write-off enables the Adjust Code field.

Note: By default, this field applies to manual and 835 payment entries. If the 835 Intelli-Adj check box is selected, then this field is only used for manual payments.

Adjust Code

This field is enabled if Payment Process is set to either Auto transfer or Auto write-off and indicates the adjustment code to use.

Clicking the ellipsis displays the Adjustment Codes window.

Note: By default, this field applies to manual and 835 payment entries. If the 835 Intelli-Adj check box is selected, then this field is only used for manual payments.

Unless Amount is below ___ then w-off

This field is enabled if Payment Process is set to Auto transfer and indicates the minimum threshold before the amount should be written off instead of transferred.

Note: By default, this field applies to manual and 835 payment entries. If the 835 Intelli-Adj check box is selected, then this field is only used for manual payments.

Write-off Code

This field is enabled if Payment Process is set to Auto transfer and indicates the adjustment code to use when the transfer is too small and is written off.

Clicking the ellipsis displays the Adjustment Codes window.

Note: By default, this field applies to manual and 835 payment entries. If the 835 Intelli-Adj check box is selected, then this field is only used for manual payments.

Over-pmt Process

A drop-down list that indicates how this insurance company deals with over-payments:

  • Leave credit: This leaves the overpayment on the treatment balance, resulting in a negative balance owing.
  • Transfer to pt: This transfers the overpayment to the patient’s balance, resulting in a credit to the patient’s account.
  • Write-off credit: This adds an adjustment on the patient’s balance to offset the overpayment, resulting in a $0 balance.

    • Note: Selecting Transfer to pt or Write-off credit enables the Over-pmt Code field.

Note: By default, this field applies to manual and 835 payment entries. If the 835 Intelli-Adj check box is selected, then this field is only used for manual payments.

Over-pmt Code

This field is enabled if Over-pmt Process is set to Transfer to pt or Write-off credit and indicates the adjustment code to use when the payment is over paid.

Clicking the ellipsis displays the Adjustment Codes window.

Note: By default, this field applies to manual and 835 payment entries. If the 835 Intelli-Adj check box is selected, then this field is only used for manual payments.

835 Intelli-Adj

This check box is used to indicate that axiUm uses Intelli-Adjustments for processing 835 remittances.
835 Overrides... A button that opens the Insurance 835 Remittance Overrides window.
Field Description
Assignment

A drop-down list that indicates one of the following:

  • Full: Indicates this insurance company will pay regardless of whether it is the primary, secondary or subsequent insurance company for the patient.
  • Primary: Indicates this insurance company does not accept assignment unless it is the primary insurance carrier for the patient.
  • No: Indicates this insurance company does not accept assignment, or your institution does not accept assignment from this insurance company therefore the patient is responsible for paying the full amount of all claims.
Claim Form

This drop-down list identifies the type of claim form to print claims on for this insurance company.

The options in this drop-down list are defined in the Claim Form Codes window.
Pre-Auth

This drop-down list identifies the type of claim form to print pre-authorization claims on for this insurance company.

The options in this drop-down list are defined in the Claim Form Codes window.
Claim Inquiry

A check box that, when selected, indicates there is a claim inquiry form to use for communications with this insurance company.

Note: Selecting this check box enables the drop-down list with records defined in the Claim Form Codes window that have the Claim Inquiry Form check box selected.

This check box and drop-down list identify the claim inquiry form to use for communications with this insurance company.
Type of Coverage This drop-down list indicates the type of coverage provided by this insurance company, and displays the following options:
  • Dental: This insurance company provides dental coverage.
  • Medical: This insurance company provides medical coverage.
Plan Type

A drop-down list that indicates the plan type on the HCFA claim form.

This drop-down list is hard coded and displays the following options:

  • Self Pay
  • Workers Comp.
  • Medicare Part B
  • Medicaid
  • Other Federal
  • Commercial
  • BC / BS
  • Tricare/Champus
  • Other Non-Fed. Prog.
  • PPO
  • POS
  • EPO
  • Indemnity Ins.
  • HMO Medicare Risk
  • Dental Maint. Org.
  • Disability
  • Fed. Employees Prog.
  • HMO
  • Liability
  • Managed Care
  • Self Admin. GP
  • Veteran
  • Mutually Defined
  • Automobile Medical
  • Medicare Part A
  • Title V
ID Qualifier

A drop-down list that indicates the type of license number this insurance company uses when a claim is sent to them.

This drop-down list is hard coded and displays the following options:

  • 0B: State License Number
  • 1A: Blue Cross Provider Number
  • 1B: Blue Shield Provider Number
  • 1C: Medicare Provider Number
  • 1D: Medicaid Provider Number
  • 1G: Provider UPIN Number
  • 1H: Tricare/Champus Identification Number
  • 1J: Facility ID Number
  • B3: Preferred Provider Organization Number
  • BQ: Health Maintenance Organization Code Number
  • EI: Employer's Identification Number
  • FH: Clinic Number
  • G2: Provider Commercial Number
  • G5: Provider Site Number
  • LU: Location Number
  • N5: Provider Plan Network Identification Number
  • SY: Social Security Number
  • U3: Unique Supplier Identification Number
  • X5: State Industrial Accident Provider Number
  • ZZ: Provider Taxonomy
Medical Type

A field that indicates the medical type code required to preface the provider ID for this insurance company.

Note: This field is used for insurers in the state of Michigan only.

Diag. code type

A drop-down list that identifies the type of diagnosis codes used for this insurance company:

  • ICD-9
  • ICD-10
Field Description
EDI Claims

A drop-down list that identifies EDI claim behavior:

  • Not Eligible: This insurance company's claims are not submitted electronically.
  • Participating: This insurance company accepts the electronic transmission of claims.
  • All Payor: Indicates that this company does not accept electronic claims. When this is selected, claims can still be submitted electronically to Change healthcare and they then sort the claims that are not true EDI claims and print /submit them on your behalf.
EDI Version

A drop-down list that indicates the EDI format to use for the electronic submission of claims:

  • N/A

  • NEIC 2.1

  • NSF 2.0

  • X12N 4010 Dental

  • X12N 4010 NYMed 1.0

  • DCDS 3.00

  • NSF 2.01

  • X12N4010 NYMed 2.1

  • X12N4010 Medical

  • X12N5010 Dental

  • X12N5010 Medical

  • X12N5010 NYMed 2.1

  • X12N4010 NYMed(D)

  • X12N5010 NYMed(D)

This drop-down list is enabled if the EDI Claims drop-down list is set to Participating or All Payor.
EDI Settings... A button that displays the EDI Settings window and allows you to specify additional EDI options.

 

Field Description
Contract Fees (Always) / Office Fees (Up to Contract Fee)

Radio buttons that identify the fees that the insurance company will pay:

  • Contract Fee (Always): This option, when selected, indicates that this insurance company will always pay the government fees even if they exceed the usual fee charged by your institution (office fee).
  • Office Fees (Up to Contract Fees): This options, when selected, indicates that this insurance company will pay only the lowest fee of either the office fee or the contract fee.
Bill $0.00 if not covered

A check box that, when selected, indicates the fee will be billed as $0.00 if the procedures are not in the default fee schedule for this company, or the fee guide amount is $0.00.

When de-selected, the regular office fees will be billed for procedures that are not in the default fee schedule for this insurance company.
Print Customary Total on Claims

A check box that, when selected, indicates the office's customary total is to be printed when a claim is generated rather than the discounted fee used for the treatment.
Field Description
Ortho

Click this button to display the Ortho Billing Information window.

Sites Click this button to display the Claim Form Exceptions window.
Form Text Click this button to display the Claim Form Comments window.
EDI Exempt Click this button to display the Selecting Procedures (for EDI Exemptions) window which allows you to specify procedures that are exempt from EDI submission.
Exemptions Click this button to display the Selecting Procedures (for Exemptions) window which allows you to specify procedures that are exempt from deductibles and co-pay amounts.

Pre-Auth

Click this button to display the Selecting Procedures (for Preauthorization) window which allows you to specify the procedures that require pre-authorization.
Oral Cavity Click this button to display the Selecting Procedures (for Oral Cavity Mapping) window which allows you to specify the procedures that require mapping to an ISO Arch or ISO Quadrant, or procedures that require additional site information to be specified.
Attachments Click this button to display the Selecting Procedures (for Required Attachments) window.
Billing Numbers Click this button to display the Billing Number window.
Billing Definitions Click this button to display the Billing Entity Definitions window.
Bill ID Overrides Click this button to display the Insurance Billing ID Overrides window.
Coverage Click this button to display the Insurance Company Default Coverage window.
EDI Overrides Click this button to display the EDI Procedure Code Overrides window.
Advanced Click this button to display the Insurance Company Advanced Options window.
Task Procedure
Manage Insurance Company Information
  1. Complete the fields as necessary and click OK.

Insurance 835 Remittance Overrides Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > 835 Overrides...)

The Insurance 835 Remittance Overrides window allows you to manage 835 overrides for a specific insurance company.

These can apply to individual payees, or specific claim adjustment reason codes.

Field Description
Insurance Code / Description

Read only fields that identify the selected insurance company.
Payee ID A field that specifies either the practice's NPI or Tax ID, or an individual Billing ID.
Payment Process

A drop-down list that identifies the auto-payment process:

  • None: This option does not make any adjustments and allocates only the payment.
  • Auto transfer: This option transfers any unpaid balance to the patient.
  • Auto write-off: This option transfers any unpaid balance to the patient.
  • Intelli-adjustments: This option uses Intelli-adjustments.

    • Note: If selected, the Over-pmt Process field will automatically be set to Intelli-adjustments and all other fields will be disabled.

Adjust Code

A field that identifies the adjustment code to use.

Note: This field is enabled if the Payment Process field is set to either Auto transfer or Auto write-off.

Clicking the ellipsis displays the Adjustment Codes window.
Unless Amount is below ___ then w-off This field is enabled if Payment Process is set to Auto transfer and indicates the minimum threshold before the amount should be written off instead of transferred.
Write-off Code

This field is enabled if Payment Process is set to Auto transfer and indicates the adjustment code to use when the transfer is too small and is written off.

Clicking the ellipsis displays the Adjustment Codes window.
Over-pmt Process

A drop-down list that indicates how this insurance company deals with over-payments:

  • Leave credit: This leaves the overpayment on the treatment balance, resulting in a negative balance owing.
  • Transfer to pt: This transfers the overpayment to the patient’s balance, resulting in a credit to the patient’s account.
  • Write-off credit: This adds an adjustment on the patient’s balance to offset the overpayment, resulting in a $0 balance.

    • Note: Selecting Transfer to pt or Write-off credit enables the Over-pmt Code field.

Over-pmt

This field is enabled if Over-pmt Process is set to Transfer to pt or Write-off credit and indicates the adjustment code to use when the payment is over paid.

Clicking the ellipsis displays the Adjustment Codes window.
Field Description
Insurance Code / Description Read only fields that identify the selected insurance company.
Reason Code

A text field that identifies the claim adjustment reason code that this override applies to.

Clicking the ellipsis displays the Claim Adjustment Reason Codes window.
Adjustment Process

A drop-down list that identifies the auto-adjustment process:

  • <blank> (leave balance)
  • Transfer (to Pt)
  • Write-off
Adjustment Code

A field that identifies the adjustment code to use.

Tip: We recommend you select an adjustment code that is unique to a group of reason codes.

Clicking the ellipsis displays the Adjustment Codes window.
Task Procedure
Add 835 Remittance Overrides
  1. Click either the Payee Overrides or Claim Adjustment Overrides tab.
  2. Click the Clear Data () icon.
  3. Complete the fields as necessary and click the Add a new Record () icon.
Edit 835 Remittance Overrides
  1. Click either the Payee Overrides or Claim Adjustment Overrides tab.
  2. Select a listed entry.
  3. Make any necessary changes and click the Modify Record () icon.
Delete 835 Remittance Overrides
  1. Click either the Payee Overrides or Claim Adjustment Overrides tab.
  2. Select a listed entry and click the Delete Record () icon.
  3. When prompted, click Yes to confirm the deletion.

EDI Settings Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > EDI Settings...)

The EDI Settings window allows you to specify EDI settings for the selected insurance company.

Field Description
Insurance

A read-only field that identifies the selected insurance company.
Transactions

A drop-down list that indicates the type of transactions support for this insurance company:

  • No Transactions: The insurance company does accept any EDI transactions
  • Claims only: The insurance company accepts only claims electronically.
  • Claims/Preauths: The insurance company accepts both claims and pre-authorizations electronically.
Secondary EDI Claims

A check box that, when selected, indicates the insurance company accepts secondary insurance claims electronically.
Support Payer-to-Payer COB

A check box that, when selected, indicates the insurance company performs a COB (co-ordination of benefits) with the primary insurance company when it is the patient's secondary insurance.

Note: This check box is enabled when the Secondary EDI Claims check box is selected.

Patient Eligibilities A check box that, when selected, indicates the insurance company allows patients to be checked for eligibility.
Eligibility Code A filed that identifies the ChangeHealthcare code for the insurance company.
NEA Fast Attach

A field that identifies the FastAttach Master ID for the insurance company.

Note: This information can be looked up in FastAttach by selecting Payor Information.

<Eligibility> Needs User ID

A check box that, when selected, indicates the insurance company requires a user ID (provided by the insurance company) for eligibility checks.

Note: If selected, the text field is enabled for entry of the User ID.

<Eligibility> Needs Password

A check box that, when selected, indicates the insurance company requires a password (provided by the insurance company) for eligibility checks.

Note: If selected, the text field is enabled for entry of the password.

<Payment Process> For Under Pmt A drop-down list that indicates the payment process to use for under payments:
  • Use system default
  • Add payment, no adjustments
  • Change tx to match (may leave balances)
  • Change tx total to match (never leaves balances)
  • Adjust (based on Ins)
<Payment Process> For Under Pmt A drop-down list that indicates the payment process to use for over payments:
  • Use system default
  • Add payment, no adjustments
  • Change tx to match (may leave balances)
  • Change tx total to match (never leaves balances)
  • Adjust (based on Ins)
Task Procedure
Manage EDI Settings

  1. Fill in the fields as required and click OK to save changes.

Ortho Billing Information Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Ortho)

The Ortho Billing Information window allows you to specify ortho billing settings for the insurance company.

Field Description
Insurance code / Description

Read-only fields that identifies the selected insurance company.
Billing Cycle

A drop-down list that indicates the schedule for billing to the insurance company:

  • Plan Period: Claims should be sent once per payment plan period.
  • Monthly: Claims should be sent every month.
  • Quarterly: Claims should be sent four times a year.
  • Semi-annually: Claims should be sent twice a year.

Note: Most institutions submit claims monthly or quarterly.

Initial fee

A field that indicates the procedure code to print on the claim form when an ortho claim is initially sent to insurance for payment.

Clicking the ellipsis displays the Procedure Codes List window.
Regular fee

A field that indicates the procedure code to print on the claim form when an ortho claim is subsequently sent to insurance for payment.

Clicking the ellipsis displays the Procedure Codes List window
Create Claims

A drop-down list that indicates when and how claims are created:

  • No: Claims are not created for payment plan items.

  • With plan fee amount: Create claims and use the payment plan installment as the claim amount.

  • With treatment total: Create claims and use the treatment total as the claim amount.

  • Tx total on first claim, plan fee thereafter: The first claim is sent to the insurance company with the total amount of the treatment, and subsequent claims use the amount of the payment plan installment.

  • First claim with treatment total only: A single claim is sent to the insurance company with the
Task Procedure
Manage Ortho Billing information

  1. Fill in the fields as required and click OK to save changes.

Claim Form Exceptions Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Sites)

The Claim Form Exceptions window is used when the insurance company requires site and surface information to display differently than what is used in the EHR.

Field Description
Insurance

A read-only field that identifies the selected insurance company.
Type

A drop-down list that identifies the type of exception:

  • Site: Indicates this is an exception to axiUm's site numbering.
  • Surface: Indicates this is an exception to axiUm's surface numbering / lettering.
  • All Surfaces: Indicates this is an exception to axiUm's indicator for All Surfaces.
Site / Surface

A field that indicates that indicates the site or surface as it displays in axiUm.

Note: This field is disabled if the Type drop-down list is set to All Surfaces.

Site / Surface on Claim A field that indicates how the site or surface information should display on the claim.
Task Procedure
Add Site / Surface Exceptions
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Site / Surface Exceptions
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Site / Surface Exceptions
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.

Claim Form Comments Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Form Text)

The Claim Form Comments window allows you to specify comments to print on claims.

Field Description
Insurance Code / Description

Read-only fields that identify the selected insurance company.
Pre-Auth Form

A text field that indicates the default text to display on pre-authorization claim forms.
Claim Form - Assignment

A text field that indicates the default text to display on assignment claim forms.
Claim Form - Non-Assignment A text field that indicates the default text to display on non-assignment claim forms.
Task Procedure
Manage Claim Form Comments

  1. Fill in the fields as required and click OK to save changes.

Selecting Procedures (for EDI Exemptions) Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > EDI Exempt)

The Selecting Procedures (for EDI Exemptions) window allows you to specify procedures that are exempt from EDI submission.

Field

 Description
Type

A disabled field that indicates that this window relates to procedures for EDI Exemptions.
Insurance

A disabled field that indicates the selected insurance company.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Type of Code

A drop-down list that indicates which type of code to search on:

  • ADA: American Dental Association codes.
  • CPT: Current Procedural Terminology codes.
Search On

A drop-down list that indicates the field to search on:

  • Code
  • Description
Task Procedure
Search for Procedures
  1. Select the exemption type from the Type drop-down list.
  2. Use the Criteria field and the Type of Code and Search On drop-down lists to set the search parameters.
  3. Click Search and review the results.

    4. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Add Procedure Exemptions
  1. Search for and select a listed procedure from the Procedure List pane and click the () button to move to the Selected Procedures pane.
  2. Repeat as necessary for each procedure you want to add.
Remove Procedure Exemptions
  1. Select a listed procedure from the Selected Procedures pane and click the () button to move to the Procedure List pane.
  2. Repeat as necessary for each procedure you want to remove.

Selecting Procedures (for Exemptions) Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Exemptions)

The Selecting Procedures (for Exemptions) window allows you to specify procedures that are exempt from deductibles and co-pay amounts.

Field

 Description
Type

A drop-down list that indicates which type of exemption being defined:

  • Deductible Exemptions
  • Co-pay Exemptions
Insurance

A disabled field that indicates the selected insurance company.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Type of Code

A drop-down list that indicates which type of code to search on:

  • ADA: American Dental Association codes.
  • CPT: Current Procedural Terminology codes.
Search On

A drop-down list that indicates the field to search on:

  • Code
  • Description
Task Procedure
Search for Procedures
  1. Select the exemption type from the Type drop-down list.
  2. Use the Criteria field and the Type of Code and Search On drop-down lists to set the search parameters.
  3. Click Search and review the results.

    4. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Add Procedure Exemptions
  1. Select the exemption type from the Type drop-down list.
  2. Search for and select a listed procedure from the Procedure List pane and click the () button to move to the Selected Procedures pane.
  3. Repeat as necessary for each procedure you want to add.
Remove Procedure Exemptions
  1. Select the exemption type from the Type drop-down list.
  2. Select a listed procedure from the Selected Procedures pane and click the () button to move to the Procedure List pane.
  3. Repeat as necessary for each procedure you want to remove.

Selecting Procedures (for Preauthorization) Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Pre-Auth)

The Selecting Procedures (for Preauthorization) window allows you to specify the procedures that require preauthorization.

Field

 Description
Type

A disabled field that indicates that this window relates to procedures that require Preauthorization.
Insurance

A disabled field that indicates the selected insurance company.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Type of Code

A drop-down list that indicates which type of code to search on:

  • ADA: American Dental Association codes.
  • CPT: Current Procedural Terminology codes.
Search On

A drop-down list that indicates the field to search on:

  • Code
  • Description
Task Procedure
Search for Procedures
  1. Select the exemption type from the Type drop-down list.
  2. Use the Criteria field and the Type of Code and Search On drop-down lists to set the search parameters.
  3. Click Search and review the results.

    4. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Indicate procedures require preauthorization
  1. Search for and select a listed procedure from the Procedure List pane and click the () button to move to the Selected Procedures pane.
  2. Repeat as necessary for each procedure you want to add.
Remove Procedures from requiring preauthorization
  1. Select a listed procedure from the Selected Procedures pane and click the () button to move to the Procedure List pane.
  2. Repeat as necessary for each procedure you want to remove from the list.

Selecting Procedures (for Oral Cavity Mapping) Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Oral Cavity)

The Selecting Procedures (for Oral Cavity Mapping) window allows you to specify the procedures that require mapping to an ISO Arch or ISO Quadrant, or procedures that require additional site information to be entered.

Field

 Description
Type

A disabled field that indicates that this window relates to procedures for Oral Cavity Mapping.
Insurance

A disabled field that indicates the selected insurance company.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Search On

A drop-down list that indicates the field to search on:

  • Code
  • Description
Oral Cavity

A drop-down list that indicates the type of information required:

  • ISO Arch
  • ISO Quad
  • Additional Details
Task Procedure
Search for Procedures
  1. Use the Criteria field and the Search On drop-down list to set the search parameters.
  2. Click Search and review the results.

    3. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Indicate procedures requires Oral Cavity Mapping
  1. Search for and select a listed procedure from the Procedure List pane.
  2. Set the Oral Cavity drop-list, and click the () button to move to the Selected Procedures pane.
  3. Repeat as necessary for each procedure you want to add.
Modify Oral Cavity Mapping Procedure
  1. Select a listed procedure from the Selected Procedures pane.
  2. Update the Oral Cavity drop-list value, and click the Modify button.
  3. Repeat as necessary for each procedure you want to remove from the list.
Remove Procedures from Oral Cavity Mapping
  1. Select a listed procedure from the Selected Procedures pane and click the () button to move to the Procedure List pane.
  2. Repeat as necessary for each procedure you want to remove from the list.

Selecting Procedures (for Required Attachments) Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Attachments)

The Selecting Procedures (for Required Attachments) window allows you to import and define attachment requirements when using NEA FastAttach.

Field

 Description
Type

A disabled field that indicates that this window relates to procedures that Required Attachments .
Insurance

A disabled field that indicates the selected insurance company.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Type of Code

A drop-down list that indicates which type of code to search on:

  • ADA: American Dental Association codes.
  • CPT: Current Procedural Terminology codes.
Search On

A drop-down list that indicates the field to search on:

  • Code
  • Description
Import A button that allows users to import attachment requirements for the selected insurance company.
Task Procedure
Search for Procedures
  1. Select the exemption type from the Type drop-down list.
  2. Use the Criteria field and the Type of Code and Search On drop-down lists to set the search parameters.
  3. Click Search and review the results.

    4. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Indicate Procedures Require Attachments
  1. Search for and select a listed procedure from the Procedure List pane and click the () button to move to the Selected Procedurespane.
  2. Repeat as necessary for each procedure you want to add.
Remove Procedures from requiring Attachments
  1. Select a listed procedure from the Selected Procedure pane and click the () button to move to the Procedure List pane.
  2. Repeat as necessary for each procedure you want to remove from the list.
Indicate Procedure Exceptions
  1. Search for and select a listed procedure from the Procedure List pane and click the () button to move to the Selected Exceptionspane.
  2. Repeat as necessary for each procedure you want to add.
Remove Procedure Exceptions
  1. Select a listed procedure from the Selected Exceptions pane and click the () button to move to the Procedure List pane.
  2. Repeat as necessary for each procedure you want to remove from the list.

Billing Number Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Billing Numbers)

Billing numbers are the unique billing numbers to use for specific providers when billing claims to this insurance company.

The Billing Number window is used to manage situations when the billing information on a claim needs to be different than what is displayed in axiUm.

Note: Every billing doctor / fee schedule in the system will be in the lower list when the window opens.

Field Description
Insurance Code / Description

Read-only fields that identify the selected insurance company.
Billing no.

A field that indicates the billing number to use for claims sent to the insurance company where the selected provider performed the service.

The drop-down list to the right indicates the type of billing number.
Secondary Id

A field that indicates the alternative billing ID. This is used if the billing entity has an ID different from their usual ID that they need to use for the insurance company.

The drop-down list to the right indicates the type of alternative ID.
Billing Group

A field that indicates the billing group ID. This is used if the billing entity has a billing group ID that needs to be used for the insurance company.

The drop-down list to the right indicates the type of billing group entered in the field.
EDI Office ID

A field that indicates the EDI office ID assigned for this insurance company. For Participating payers, this is set to NOCD; for all-payor claims it is set to the last four digits of the Payer ID provided by Change Healthcare.

To accommodate different billing doctors in the same office, EDI claims need to specify the Billing Doctor's Office ID in this field instead of the Practice Office Id.

This number will print in the Billing Details REF*G5 segment. If it has not been specified, the Practice Office ID will print in this segment.

Note: This is only applicable to Medical and Dental EDI claims. It does not apply to Institutional claims.

Assignment

A drop-down list that identifies the type of assignment:

  • Insurance Company: Assignment is to be based on the insurance company's assignment flag.
  • Yes: Assignment is always accepted for the insurance company by this billing entity.
  • No: Assignment is never accepted for this insurance company by this billing entity.
Has authority to have claims submitted

A check box that, when selected, indicates that this provider has special license with this insurance company and is authorized to submit claims to them.

This field is enabled if the insurance company requires special license. That is, the Insurance Company window’s Claim Form is set to one that is defined in the Claim Form Codes window with the Use Approval Faculty On Claim (where applicable) check box selected.
Has a different Billing Provider name

A check box that, when selected, indicates that a name other than the one associated with the Billing Doctor is to be explicitly printed for claims sent for this provider.

Billing Entity

Radio buttons that display the following options:

  • Organization
  • Provider

    • Note: This field is enabled when Has authority to have claims submitted check box is selected.

Last Name / First Name

Fields that indicate the first and last names of the provider associated with this billing number.

Note: This field is enabled when Has authority to have claims submitted check box is selected and Billing Entity radio button is set to Provider.

Organization

A field that indicates the name of the organization associated with this billing number.

Note: This field is enabled when Has authority to have claims submitted check box is selected and Billing Entity radio button is set to Organization.

Task Procedure
Manage Billing Number information
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.

Billing Entity Definitions Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Billing Definitions)

The Billing Entity Definitions window allows you to customize the billing entities and billing entity exceptions for an insurance company.

If a specific provider type is performing the work, a billing doctor other than the usual billing doctor for the provider will be used on the claim form.

Field Description
Insurance Code / Description

Read only fields that identify the selected insurance company.
Provider Type A drop-down list of Provider Types, used to identify the provider type associated with this billing entity.
Billing ID

A field that indicates the billing ID to use when this type of provider performs the work.

The ellipsis is used to display the Providers List window.
Name on Claim

A drop-down list that identifies the name that displays on the claim:

  • Billing Entity
  • Practice
Task Procedure
Add Billing Entity Definitions
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Billing Entity Definitions
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Billing Entity Definitions
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Billing Entity Definitions report, click the Preview Report () icon.
  2. To print the Billing Entity Definitions report, click the Print Report () icon.

    3. Note: The Billing Entity Definitions report uses the BILLDEF.rpt file.

Specify Billing Entity Exceptions
  1. Click the Billing Entity Exceptions () icon to display the Billing Entity Exceptions window.
  2. Make any changes and close the window.

Billing Entity Exceptions Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Billing Definitions > Billing Entity Exceptions)

The Billing Entity Exceptions window allows you to create billing exceptions for a provider, provider type, practice, discipline, or for any combination.

Field Description
Insurance Code / Description

Read-only fields that identify the selected insurance company.
Practice

A drop-down list of Practices that indicates the practice associated to this exception.
Provider

A field that indicates the provider associated to this exception.

The ellipsis is used to display the Providers List window.
Provider Type A drop-down list of Provider Types, used to indicate the provider type associated with this exception.
Discipline A drop-down list of Tx Disciplines, used to indicate the treatment discipline associated with this exception.
Applies to

A drop-down list that identifies how the exception is applied:

  • First tx on claim: This exception is applied if the first treatment on the claim matches the criterion.
  • One or more of the txs on claim: This exception is applied if one or more treatments on the claim match the criterion.
Precedence / Rank

A field that prioritizes the exception list so that if a provider or provider type is part of the claim, their billing ID is used based on their ranking.

Note: This field is enabled if One or more of the txs on claim is selected.

Billing ID

A field that indicates the Billing ID to use for this exception.

The ellipsis is used to display the Providers List window.
Name on Claim

A drop-down list that identifies the name that displays on the claim:

  • Billing Entity
  • Practice
Task Procedure
Add Billing Entity Exceptions
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Billing Entity Exceptions
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Billing Entity Exceptions
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Billing Entity Exceptions report, click the Preview Report () icon.
  2. To print the Billing Entity Exceptions report, click the Print Report () icon.

    3. Note: The Billing Entity Exceptions report uses the BILLEXC.rpt file.

Insurance Billing ID Overrides Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Billing ID Overrides)

The Insurance Billing ID Overrides window allows you to specify a fee schedule to use when treatment is performed by a specific provider type.

Field Description
Insurance Code / Description

Read-only fields that identify the selected insurance company.
Provider Type A drop-down list of Provider Types, used to indicate the provider type associated with this exception.
Bill ID Fee Override

A field that indicates the Billing ID to use for this override.

The ellipsis is used to display the Providers List window.
Bill Fee

A drop-down list that indicates when this override is used:

  • N/A: Indicates the override is not actively in use.
  • Always: Indicates the override is always used for the selected Provider Type.
  • Unless Practice Override: Indicates the override is used when there is no practice billing override in effect.
Task Procedure
Add Billing ID Overrides
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Billing ID Overrides
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Billing ID Overrides
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.

Insurance Company Default Coverage Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Coverage)

The Insurance Company Default Coverage window allows you to specify default age limits and coverages used for this insurance company.

Field Description
Insurance Code / Description

Read-only fields that identify the selected insurance company.
Child Cvg. __ (yrs.)

A field that indicates the age limit for child coverage.

The default value for this field is 18.
Student Cvg. __ (yrs.)

A field that indicates the age limit for student coverage.

The default value for this field is 21.
Young Adult __ (yrs.)

A field that indicates the age limit for young adult coverage (if applicable).

The default value for this field is 0.
Cvg until

A drop-down list that indicates when the coverage ends for dependent coverage:

  • Birth Day
  • End of Birth Month
  • End of Birth Year
Child / Student

A field that indicates the default coverage template used for children and students covered under this insurance plan.

Click the ellipsis to display the Coverage Template List.

Click the X to clear the selected coverage template.
Adult

A field that indicates the default coverage template used for adults covered under this insurance plan.

Click the ellipsis to display the Coverage Template List.

Click the X to clear the selected coverage template.
Young Adult

A field that indicates the default coverage template used for young adults covered under this insurance plan.

Click the ellipsis to display the Coverage Template List.

Click the X to clear the selected coverage template.
Task Procedure
Manage Default Coverage Information

  1. Fill in the fields as required and click OK to save changes.

EDI Procedure Code Overrides Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > EDI Overrides)

The EDI Procedure Code Overrides window allows you to specify procedures that require a different code to be displayed in claims for this insurance company.

Field Description
Insurance

A read-only field that identifies the selected insurance company.
Procedure

A field that indicates the procedure code that is entered in axiUm.
Submit Code on Claim A field that indicates the procedure code that is submitted on the claim.
Task Procedure
Add Procedure Code Overrides
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Procedure Code Overrides
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Procedure Code Overrides
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.

Insurance Company Advanced Options Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Advanced)

The Insurance Company Advanced Options window manage additional insurance company settings.

Field Description
Write Off

A check box that, when selected, indicates that the insurance company's fee schedule is higher than the charge for non-insured patients and clinic(s) bill the higher fee for patients covered by this insurance company.

In this situation the insurance company is billed their amount, and the patient portion is automatically written off.

Example: If the regular fee amount is $40, but insurance covers 60% of $100, then the insurance company is billed $60 and the patient billed $0.

This flag is a default to the insurance policy information in the Patient Info window, and can be overridden by deselecting the Write Off check box.

Note: Generally an agreement between the clinic and the insurance company is required before this option is used.

This functionality requires that the Transactions Options window’s Auto Discount check box is selected and the Bill Option is set to Higher Fee, the procedure does not have an individual charge, and the patient does not have a fee schedule specified in the Patient Info window.
Over Charge

A check box that, when selected, indicates that the insurance company will pay more for dual coverage claims when they are the secondary policy being billed.

When selected, axiUm estimates that company2 pays the difference between the total submitted and what company1 paid.

When deselected, axiUm estimates that company2 pays the difference between their eligible amount and what company1 paid.
Round-up Amts

A check box that, when selected, indicates that insurance estimates will be rounded up to the nearest penny.

If deselected, estimates will be rounded down.
Approval Faculty must be authorized

A check box that, when selected, indicates that this insurance company requires billing doctors that submit to

them, to have an authorized ID under which to submit the claims.

This field is enabled if the Use Approval Faculty On Claim check box is selected in the Claim Form Code.
Charge Patient Visit Fees

A check box that, when selected, indicates that patients using this insurance company are charged patient visit fees.
Charge Deduct and Pt Charge A check box that, when selected, indicates that patients using this insurance company are charged deductibles and patient charges.
Patient Deductible charged a maximum of ___ times per family

A check box that, when selected, indicates that patients using this insurance company have a deductible cap based on the number of family members.

Selecting this check box enables the field to indicate the maximum number of times the deductible can be charged.
Benefit Plans have optional rider coverage A check box that, when selected, indicates that this insurance company offers options benefit plan rider coverage the subscribers can purchase and use in addition to their linked benefit plan.
Patient Reserve Funds (that are Tracked)

A check box that, when selected, indicates that this insurance company tracks and applies reserve funds.
Limited Visits __ (per year)

A check box that, when selected, indicates that patients using this insurance company are only covered for a limited number of visits per year.

Selecting the check box enables the field that indicates the number of visits allotted per year, as well as the Limited Visit Billing Method drop-down list.

This check box is enabled for insurance companies with Plan Type set to Medicaid. Additionally, you may need to ensure that Practices > Medicaid Settings have been configured.
Limited Visit Billing Method A drop-down list that specifies the type of limited visit billing method:
  • Rate based
  • APG method

    • Note: This will usually be set to APG.
Field Description
Warn if Services not covered

A drop-down list indicates when users are warned that services are not covered by this insurance company, and displays the following options:

  • No: No warning displays.
  • On add: A warning that procedures are not covered displays when the procedure is added to a treatment plan or entered from the EHR or Transactions module.
  • On approval: A warning that procedures are not covered displays when the procedure is approved.
  • Both: The warning is displayed twice, once on add and once on approval.
Custom warning

A check box that, when selected, indicates that a custom message should display when warning a user that a procedure is not covered by insurance.

This check box is enabled when the Warn if Services are not covered drop-down list is set to anything other than No.

If selected, the Warning... button is enabled. Click the Warning... button to display the Services Not Covered Text dialog and enter the custom message to display to user.
Warn if Services are partially covered

A drop-down list indicates when users are warned that services are only partially covered by this insurance company, and displays the following options:

  • No: No warning displays.
  • On add: A warning that procedures are only partially covered displays when the procedure is added to a treatment plan or entered from the EHR or Transactions module.
  • On approval: A warning that procedures are only partially covered displays when the procedure is approved.
  • Both: The warning is displayed twice, once on add and once on approval.
Custom warning

A check box that, when selected, indicates that a custom message should display when warning a user that a procedure is only partially covered by insurance.

This check box is enabled when the Warn if Services are partially covered drop-list is set to anything other than No.

If selected, the Warning... button is enabled. Click the Warning... button to display the Services Partially Covered Text dialog and enter the custom message to display to user.
Complete all tx(s) with same pre-auth # prior to submitting claim

A check box that, when selected, prevents a claim from being submitted until all procedures that have approved pre-authorizations have been completed.

Note: This field is disabled if Limited Visits is selected.

Field Description
Signature Required

A check box that, when selected, indicates that this insurance company requires the policy holder's signature on claim forms.

When deselected, Signature on File is printed on the claim form in the signatures area.
Use Alt. Procedure Code

A check box that, when selected, indicates that an alternate procedure code is to be printed on the claim form for procedures submitted to this insurance company.

When selected, all procedures that are submitted to this insurance company must have an alternate code defined in the Procedure Code.
Consolidate Labs

A check box that, when selected, indicates that the procedure code fee and associated lab fee should be combined as a single entry on claims.
Only submit those txs that require pre-authorization

A check box that, when selected, indicates that only treatments that require pre-authorization are included into pre-authorization claims.

The EDI Claims process and pre-authorized claim for printing excludes treatment that are not applicable for printing or batching based on this flag.
Submit procedures defined as Submitted on claims 'Yes (even if Total = $0'

A check box that, when selected, indicates that Procedure Codes configured with the Submitted on Claims drop-down list set to Yes (even if Total= $0) are submitted for this insurance company.

 
Only submit covered services on claims A check box that, when selected, indicates that only procedures that are covered by this insurance company should be included on claims.
Does not cover Medicaid claims / services

A check box that, when selected, indicates that this insurance company does not cover any Medicaid-covered procedures.

Note: This field only displays for US institutions that have Practices > Medicaid Settings configured.

Print Treating Doctor's Id in box 24J/K (HCFA only)

A check box that, when selected, indicates that this insurance company displays the treating doctor’s information on HCFA claim forms.

On the HCFA form, box 24K displays the value defined in the Billing No. field of the Billing Number window, for the treating doctor.

On the HCFA 2006 form, box 24J displays in one of two ways, depending on how the claim form is set up to print. The top half of box 24J can display the value defined in the Billing No. field of the Billing Number window, or the bottom half of box 24J can display the NPI, for the treating doctor.
Print Subscriber Id in box 9a (HCFA only) if Group Number is blank A check box that, when selected, indicates that the Subscriber Id should be used for box 9a of the HCFA form if the Group Number is blank.
Print Billing Group in Claim Grp# (HCFA) / Additional ID (ADA)

A check box that, when selected, indicates to print the value defined in the Billing Group field of the Billing Number window, for the billing doctor, in either box 33b of the HCFA 2006 claim or box 52a of the ADA 2006 claims form.

If deselected, the value defined in the Billing No. field of the Billing Number window for the billing doctor is used.

Print Group NPI in ADA2006 / ADA2012 / HCFA1500 if Billing Entity is Provider

A check box that, when selected, indicates that the billing doctor's NPI2 number should display box 49 of the ADA 2006, ADA 2012, and HCFA forms, if the Name on Claim drop-down list is set to Billing Entity in the Claim Information area of the Billing Doctor & Fee Schedules window.
Print Subscriber Id instead of Chart# in Box 23 of ADA claim forms

A check box that, when selected, indicates that the Subscriber Id should be printed in box 23 of the ADA claim forms.

When deselected, the patient's chart number is used.
ICD Codes are required (for Procedures defined)

A check box that, when selected, indicates that medical procedures (and dental procedures billed on a medical claim), require ICD and place-of-service codes to be recorded on the claim.

Selecting this checkbox enables the Procedures button, used to specify the procedure(s) that require ICD information.

Note: The ICD codes will be included in the 5010 EDI format, and printed on the ADA2012 form, section 34a and the ADA2006 form, Remarks section.

Procedures

This button is enabled when ICD Codes are required (for Procedures defined) is selected.

Clicking the buttons displays the Selecting Procedures (requiring ICD codes) Window and allows users to specify the procedure codes that require ICD Codes.
Task Procedure
Manage Advanced Options

  1. Update the fields as required and click OK to save changes.

Selecting Procedures (requiring ICD codes) Window

(Maintenance > Insurance > Insurance Company List > Insurance Company > Advanced > Procedures)

The Selecting Procedures (requiring ICD codes) window allows you to specify procedures that require medical diagnosis information on dental claim forms.

Field

 Description
Type

A disabled drop-down list that displays Require ICD codes.
Insurance

A disabled field that indicates the selected insurance company.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Type of Code

A drop-down list that indicates which type of code to search on:

  • ADA: American Dental Association codes.
  • CPT: Current Procedural Terminology codes.
Search On

A drop-down list that indicates the field to search on:

  • Code
  • Description
Task Procedure
Search for Procedures
  1. Use the Criteria field and Type of Code and Search On drop-down lists to set the search parameters.
  2. Click Search and review the results.

    3. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Add ICD requirement for procedures
  1. Search for and select a listed procedure from the Procedure List pane and click the () button to move to the Selected Procedures pane.
  2. Repeat as necessary for each procedure you want to add.
Remove ICD requirement for procedures
  1. Select a listed procedure from theSelected Procedures pane and click the () button to move to the Procedure List pane.
  2. Repeat as necessary for each procedure you want to remove.