Procedures - Financial Tab 

On the Procedure Info window, the Financial tab shows Claim Procedures.

Each row is an estimate (Est) or has been attached to a claim. If it has been attached to a claim, and you can only view it from this window. To edit see Claim Edit.

Estimates (rows with an Est status) have not yet been attached to a claim, so can be safely edited or deleted. Estimates are usually automatic based on the Insurance Plan. Sometimes if you create a Treatment Plan before entering the insurance plan, you may need to click Update Fees in the Treatment Plan module to affect estimates.

Add an Estimate
1. Click Add Estimate.

2. Select the Insurance Plan, then click OK to open the Edit Claim Procedure window.
3. Enter the estimate information and click OK.

Manually Edit an Estimate
If an estimate doesn't look right, or is missing, first make sure the insurance plan is set up correctly before editing manually. There are some situations where you can manually edit an estimate.

Don't send the procedure to insurance: Check Do Not Bill to Ins. If, on the Edit Procedure Code window, this procedure is set up as Do Not Usually Bill to Ins, the box will be checked by default.

Override the estimate: Maybe you got a pretreatment estimate back from insurance or you have a fee schedule to follow. If the insurance plan is set up correctly, but you still need to make a change, double click on the estimate to open the Edit Claim Procedure window. Enter a different amount for Insurance Estimate. You can also override percentages, allowed amounts, copays, etc.

Adjustments
Adjustments can be only added to completed procedures. Click Add Adjustment. When entered it will list under Adjustments.

Patient Payments
Any Payment Splits attached to this procedure will list. Double click to edit.