Set Up Insurance Codes

Use the Insurance Code editor to associate procedure codes with the charges that print on your insurance forms.  

How to Get Here

• Home ribbon bar > Editors > Insurance > Insurance Codes. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Insurance in the list at the left and select the Insurance Codes option.

  

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Setup

• Choose insurance code type - Select whether you want to work with ADA, ICD-9, or ICD-10 codes. (You choose the type of codes to include on specific insurance forms from the patient's Insurance Detail page. See "Insurance Details" for details.)

   

  

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• Choose record to work with - Your existing list of insurance codes for the selected type appears alphabetically by code. Click to select the description to work with. You may also click a column heading to re-sort your list by that column, and to reverse the sort order.

   

  

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• Create new record - Click New, then use the empty record at the top of the list to enter the code number, description, and default fee (if any).

   

  

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• Edit description - Click to select the record to change, then type your changes.

• Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patient contracts.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Notice!

• Assign codes to charges - Assign insurance codes to your miscellaneous charges. See "Set Up Miscellaneous Charges & Groups" for details.

• Assign codes to Insurance Detail records - Include the appropriate treatment code in your Insurance Detail records. See "Insurance Details" for details.

• Set Up Insurance
  • Insurance Editor
  • Insurance Code Editor
  • Insurance Company Editor

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