When running the 'dental preauthorization aging report', I have found that no one has ever cleared/updated the status of pending treatment plans/old preauthorizations from the system. I was hoping there would be a way to either clear preauthorizations that are aging past a certain point. Or, possibly, maybe there is a way to change the status of the preauthorization/treatment plans to rejected or such so that it doesn't show as pending treatment??
Guest
The pre-treatment estimates for completed procedures can be removed from the treatment plan by either deleting the pre-treatment estimate or by posting an estimated payment to the pre-treatment estimate.
The steps to delete the pre-treatment estimate are:
1. Double-click on the pre-treatment estimate to open.
2. Click File | Delete.
The steps to post an estimated payment to the pre-treatment estimate are:
1. Double-click on the pre-treatment estimate to open.
2. Click Enter Estimate.
3. Click Itemize procedure or Total Estimate Only.
4. Enter estimated payment.
5. Enter Pre-auth number.
6. Click OK
I think this poster probably has a backlog like myself. There should be a way you can purge old pre-ds past a certain date. When I run the report its 90 pages long. This is far to big of a task to complete manually as listed in the admin response