Sending Claim Process
When you send insurance claims at check out, they are sent to a pending status until our insurance team sends all the claims for the end of the day.
When a patient is getting checked out, highlight all procedures done today and click the ‘new claims’ button on the top to send a claim to the insurance company. It is important to send all the procedures we did today to insurance. This is how we will tell what the patient owes for the visit.
When you send the claim, under each procedure will be what the estimated investment is for the patient, how much we are estimating the insurance is going to take care of and how much we are estimating the insurance will write off. In the red is the summary of those listings. You will collect how much the red said the estimated patient portion is.
After you have completed that, the insurance team will handle it from there. They will send the claims and any documents they may need to decide how much coverage they will apply.
If anything is confusing on the account, feel free to ask the insurance team via Slack.
Dealing with no bill-ins
Somethings we provide or sell are not eligible to be sent to insurance. Some examples of that would be nitrous (laughing gas), take home fluoride toothpaste, delivery/seat codes, etc.
This is what those charges will look like. Open Dental will not let you put it in a claim. Those will be paid (if there is a charge associated) completely out of pocket. When looking at the insurance for this particular patient, you would add the estimated patient portion, plus the fluoride toothpaste and sales tax to figure out how much is due at time of service.
How to take appointment investment with Brush365
For patients who do not have insurance, our office offers a membership called, Brush365.
This would be $99 down at time of appointment and then we would save a card on file and charge the card $25/ month or $40/ month depending on their oral health needs.
Watch Video:
When the Brush365 membership is added to the account, it will look like this. Regardless of which membership they joined, they will need to pay the $99 down the same day they want it active.
