Insurance estimates and statements

For users or potential users.
Post Reply
khdilger
Posts: 112
Joined: Wed May 05, 2010 5:56 am

Insurance estimates and statements

Post by khdilger » Sun Jul 11, 2010 2:28 pm

I just converted from the old dentists easy dental to open dental. I am looking at a statement that I just printed out. It shows the insurance estimate and in my situation I guess this insurance estimate is coming from the previous dentists procedures before the conversion. How can I fix this? This makes the statment very confusing because it shows a total of $138 but and insurance estimate of $219 and then a negative balance.

User avatar
jordansparks
Site Admin
Posts: 5746
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: Insurance estimates and statements

Post by jordansparks » Thu Jul 15, 2010 9:30 pm

Did we do the conversion?
Jordan Sparks, DMD
http://www.opendental.com

Tracey
Posts: 38
Joined: Wed Mar 12, 2008 12:14 pm
Location: East Islip Long Island

Re: Insurance estimates and statements

Post by Tracey » Sat Jul 17, 2010 8:33 am

it would also be a lot better IF the estimats {pre-determinations} and the actual claims outstanding are listed individually. Any way this can happen?
Thanks;
TRACEY

User avatar
jordansparks
Site Admin
Posts: 5746
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: Insurance estimates and statements

Post by jordansparks » Sat Jul 17, 2010 11:34 am

On the statements? Hmm, I don't think anyone has ever requested that predeterminations show on statements. But claims outstanding already do show individually on statements.
Jordan Sparks, DMD
http://www.opendental.com

Tracey
Posts: 38
Joined: Wed Mar 12, 2008 12:14 pm
Location: East Islip Long Island

Re: Insurance estimates and statements

Post by Tracey » Tue Jul 20, 2010 8:30 am

No not on the statment - but on the reports. The total outstanding comes up on the report as money outstanding and its not work charged out yet. So either two seperate reports would work or a split typr of report - actual claims outstanding and pre-estimates outstanding
Thanks;
TRACEY

User avatar
jordansparks
Site Admin
Posts: 5746
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: Insurance estimates and statements

Post by jordansparks » Tue Jul 20, 2010 2:07 pm

We sort of have that. See the checkbox to include preauths or not?
Jordan Sparks, DMD
http://www.opendental.com

Tracey
Posts: 38
Joined: Wed Mar 12, 2008 12:14 pm
Location: East Islip Long Island

Re: Insurance estimates and statements

Post by Tracey » Wed Jul 21, 2010 8:10 am

OMG thanks so much, guess I should read things a little closer. Thank you
Thanks;
TRACEY

Post Reply