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The Insurance Estimating Use Guide contains the following sections:
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You can also refer to:
Insurance Estimating Charges
When Insurance Estimating has been correctly configured, the Insurance Estimating Formula variables for each code, such as the patient portion, allowed, write-off, insurance portion, and so on, will display within the code table at the bottom of the New Charge window. The total amount for each variable of all codes within the transaction will be listed beneath the table.
The variables are listed within columns.
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As with Allowed Amounts, the Insurance Payment window can also be used to add Flat Rates to the patient's plan. When an insurance payment is entered, check the Save As Flat Rate checkbox in the insurance payment window to save the allowed amount as a flat rate for the code within the plan.
When Insurance Estimating is used, the Insurance Payment window will include the Apply To Unpaid checkbox, which determines how the Apply to All button works. Apply to All will only apply up to the total estimated insurance amount unless the Apply To Unpaid checkbox has been enabled, in which it will then apply to the entire unpaid portion.For general information on entering Insurance Payments, see the Insurance Payments documentation.