Items requiring prior approval can be entered using the Charting tab, or by entering the items directly into Treatment Plan.

Only one request can be generated per Treatment Plan. A new Treatment Plan should be created if a prior approval request already exists for a plan.

1. Go to Patient Records > Treatment Plan tab
2. Enter items if not already entered
3. Treatment Plan menu > Application for Prior Approval (NZ)
1. If the patient does not have an NHI ID entered, enter it or select Create Claim without NHI Number
2. Click OK
   
   
1. Fill in the Application Form 
2. Click Save                                                                                                                    
3. Click Cancel to exit
   
   
4. A copy of the application can be found in the Claims tab
   

SDSA and OHSA Claim Summary Form can be created for a period and printed. 

1. Go to Insurances > OHSA/SDSA Claims tab
1. Claims Type: Select from OHSA and SDSA
2. Batch: Select New batch
3. Batch Name: Enter a name for the batch, it will be saved as this name
4. From / To Date: Select the period of claims to view
5. Treating Provider: Select the Provider to view claims for
6. Click Retrieve 
   
   
7. Highlight: Select to highlight All rows shown above, or manually select those to include
8. Click Create Batch
9. Click Print  
   
   
1. Tick Apply print/exit for all reports so all pages print together
2. OHSA Report: The first printout will be the OHSA Claim Summary Form, followed by the OHSA Individual Treatment Report then High Caries Treatment Planning Treatment Report/Claim Summary Form
3. SDSA Report: The first printout will be the SDSA Claim Summary Form, followed by the SDSA Individual Treatment Report
4. Signature: Select a saved signature to be added to the form