1.1 Adding a Policy
Add Existing Policy – Cherry Walker:
- Employer:Spectra Systems
- Insurance:SUN Policy Holder
Group # 55669 Policy ID# 652279
Coverage: 100%Basic, 50%Major, 50%Ortho
Combined Limit: $1500.00 yearly (Patient)
Patient Deductible: $25.00
Add New Policy – Ryan Walker:
- Employer: AllWest
- Insurance: Manulife Policy Holder
Group # 8907 Policy ID# 12345
Coverage: 100%Basic, 75%Major, 50%Ortho
No Limits or Deductibles
1.2 Updating Frequencies, Limits, and Deductibles
Edit Policy – Ryan Walker:
- Add: 1x per 9 rolling months frequency for Recalls, Polish, and Fluoride
- Add: $25 Deductible
- Add: $3000 Combined yearly limit
- Update the Remaining Combined Limit to $2300 set to roll over for Jan 1, 2019
- Update the Deductible as the patient already paid it this year at another office
Edit Policy – Cherry Walker:
- Add $2500 lifetime Ortho limit
1.3 Insurance Outstanding Report
Run the report and assess if any claims are unbilled