INSURANCE BENEFITS HISTORY

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rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

INSURANCE BENEFITS HISTORY

Post by rhaber123 » Wed Apr 04, 2018 4:08 pm

We check insurance benefits electronically in OD through ClaimConnect.
OD has the option to make a "Request" and check the patient eligibility, but this has another advantage.
It has the HISTORY button next to it, that allows us to write our notes when we verify or check for eligibility., and that is saved chronologically nicely.
That HISTORY option allow us to check all the previous requests that were made ONLY electronicaly.

Now question : is it possible to have an option to add a manual request to that history, so we can write our notes whenever we CALL and check benefits?
Like this all HISTORY of manual calls and electronic requests to dental insurance can be saved and tracked in one place.
Last edited by rhaber123 on Thu Apr 05, 2018 9:56 am, edited 1 time in total.

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cmcgehee
Posts: 711
Joined: Tue Aug 25, 2015 5:06 pm
Location: Salem, Oregon

Re: INSURANCE BENEFITS HISTORY

Post by cmcgehee » Wed Apr 04, 2018 5:12 pm

There is currently not a way to add a manual entry for a benefit check. You could add that as a feature request.
Chris McGehee
Open Dental Software
http://www.opendental.com

rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Re: INSURANCE BENEFITS HISTORY

Post by rhaber123 » Thu Apr 05, 2018 9:21 pm

OD already have a way to add a manual entry for a benefit check. We have been doing it for a while now. Below is an example.

Image

In the Edit Insurance Plan, after we click on "REQUEST" , all the requests that were made to verify the insurance benefits electronically are saved in the Electronic Benefit History nicely under Normal 271 response



Image

in the lower left area of the benefit screen below, we have the "NOTE" area where we can write our notes after we make an electronic request
and if we call the insurance company to verify the benefits, we can write the notes here.

This "NOTE" area is available ONLY when we make an electronic Verification REQUEST.
This "NOTE area is too small, enlarging its size will be helpful.
The feature request will be to add a button to allow to create that NOTE area without submitting for electronic verification

Image

on 03/29/2018, these are the notes that were entered, and they show in the HISTORY
Image

on 04/05/2018, these are the notes that were entered, and they show in the HISTORY
Image

So the option to add notes is already available in The HISTORY section.
It will be helpful if we can enter a manual REQUEST, and that will create the NOTE section for us to write our notes in it, and all the notes will be saved in the HISTORY


I already submitted for a feature request to add that option

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