Description
This quick guide demonstrates how to enable PPO Support in Administration, which calculates and displays the patient portion of the estimate separate from the insurance write-off in the appointments, treatment plans and invoices. It also can enable the discounts to display on patient-facing documents according to the clinic setup.
Steps
1. In the Sidekick, click the More Menu button and select Administration.
2. In Administration, click Practice Information and select Practice Settings.
3. In Practice Details, under Clinics, click the Three Dots Button to the right of the clinic and select View.
4. Under Clinic Details, click the PPO Tab.
5. The PPO Section Includes the Clinic Settings which can be Configured for PPO Write-off Estimates and PPO Write-offs.
6. There are seven PPO Write-off Options that can be Enabled or Disabled. Further Information about each of theses Options is Included below:
Option 1 - Enable PPO Support
Option 2 - Display PPO Write-off Estimates in Patient-Facing Documents
The Option to Include PPO Write-off Estimates in Patient-facing Documents is Available. To Enable this Option, Set the Display PPO Write-off Estimates in Patient-facing documents Slide Toggle to Enable.
Option 3 - Automatically add PPO Write-offs
PPO Write-offs can be Automatically Added as an Adjustment after an Insurance Payment is Added for the Primary Policy (note that the adjustment will not be added if an overpayment will result from the adjustment). To Enable this Option, Set the Automatically Add PPO Write-offs Slide Toggle to Enable.
Option 4 - Invoices with Multiple Plans
When this Option is Enable, PPO Write-offs will be Calculated for Invoices that Include Multiple Insurance Plans. If this Option is Disabled, PPO Write-offs will be Calculated for only the Primary Insurance.
Option 5 - All Non-Primary plans must be PPO
When this Option is Enabled, the PPO Write-offs will only be Automatically Posted if all of the Non-primary Insurance Plans (secondary, tertiary, Etc.) for the patient are PPO. This will Apply both Manually and Automatically Posted Insurance Payments.
Option 6 - All Non-primary Plans must have the Same Carrier as Primary
When this Option is Enabled, the PPO Write-offs will only be Automatically Posted when the Non-primary Insurance Carrier(s) are the same as the Primary Insurance Carrier. This will Apply to Both Manually and Automatically Posted Insurance Payments.
Option 7 - Apply Write-offs after Insurance Payments of $0
When this Option is Enabled, and an Insurance Payment of $0 is posted either Manually or Automatically. the PPO Write-offs will be Automatically Posted.
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