Open Dental Forum

I am not sure if this is the correct way to do preauthorizations, if not could you tell me the correct procedure:
1. after I create a treatment plan I add the preauthorization (using the button from treatment plan module)
2. I click on Enter Payment by procedure, then enter in the correct Ins Pay (example: $40)
3. Now I see PreAuth Claim in the PreAuthorizations Section of the Treatment Plan module.
4. I set the appointment to complete
5. I set up a new Claim and show that the Ins Pay (example: $50)

Now when I look back at the procedures, it says that Ins Paid: $90
It is only suppose to be $50. Is this a bug or am I not doing the correct procedure.

The way we do it is different, and it works for us:
1. Add the preauth from the treatment plan module.
2. Wait for the insurance co to reply
3. Edit any incorrect amount by double clicking the procedure in the Tx plan module and then double clicking the line under "insurance estimates and payments" that has a status of "EST". Fix the amount by editing the "override insurance estimate" amount.
4. You should now see the correct amount in the Tx module.
5. Set the appointment complete
6. Make the "New Claim". Make sure you write the preauth number given by the insurance company in the claim.