Ensure all treatments receive authorization Copied

Practices can now prevent treatments being marked as not needing insurance authorization in the Ins. Auth/Fin. Counseling queue. This ensures all treatments receive insurance authorization, which is especially important for patients with a change in insurance that may require authorization for a treatment before it is covered.

To remove this option from the Ins. Auth/Fin. Counseling queue:

  1. Go to ADMIN > Practice Preferences.

  2. Under Other Features, turn on the new Ins. Auth/Fin. Counseling: Disable Not Needed option (see callout 1).

  3. SAVE your changes.

  4. Now when working in the Ins. Auth/Fin. Counseling queue, the Not needed option will be unavailable for selection going forward (see callout 2).

  5. You will still be able to choose the Not needed option in the Filter Criteria (see callout 3) to see prior treatments that were marked as not needing authorization.