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Set Up Insurance Submission Defaults

Use the Insurance Setup editor to store you electronic insurance claim account settings and your insurance form submission defaults.

How to Get Here

Home ribbon bar > Editors > Insurance > Insurance Setup. (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 Setup option.

Setup

Claim connect settings - (Electronic claim submission only.) If you file some or all of your insurance claims electronically, enter your Claim Connect account username and password in these fields. (Claim Connect is the integrated electronic insurance processing clearinghouse. You must have a Claim Connect account in order to submit insurance claims electronically. Please contact Ortho2 for further information.)
Assignment of benefits - Enable this option if you want all insurance benefits paid directly to your patients, rather than sent to your office. (When the patient receives insurance benefit money directly, the patient is responsible for paying you all financial obligations, and you do not include the insurance company as a member of the financial contract. You do, however, assign the insurance plan to the responsible party, and create an Insurance Detail record for that plan so that you can submit insurance forms on behalf of the patient.) In addition, you can override this setting by selecting an alternate assignment of benefits for individual patients for whom you submit electronic claims. See "Insurance Details" for details. You can also override this setting by selecting an alternate assignment of benefits for specific insurance companies. See "Set Up Insurance Company Records" for details.
Insurance submission - Choose whether you always send paper forms, whether you always submit claims electronically, or whether you want to be prompted for the submission format whenever you generate insurance forms.
Default recurring insurance code - (Optional.) Select a code from your Insurance Codes list to use specifically for scheduled continuation of treatment insurance forms. This will be the default recurring code for new insurance detail records, and can be changed for individual records as needed. (See "Set Up Insurance Codes" for details about your list of available insurance codes.)