NZ Dental Benefits Generating Claims in D4W

NZ Dental Benefits Generating Claims in D4W

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Generate NZ dental benefits SDS claim, SDSA claim, OHSA claim: high caried treatment planning, OHSA claim, OHSA claim: individual treatment and apply OHSA / SDS payments to claims. 

Generate New Zealand (NZ) Dental Benefits SDS Claim

  1. Go to Patient Records > Treatment tab
  2. Enter items if not already entered. Some items require the surface to be included to be approved. If a surface is entered against an item, it will be added to the comments field of the form.
  3. Itemised Invoices menu > New Invoice and Special Dental Services Claim
  4. Highlight the item/s in the background and fill in the form as required

  5. Click Preview then Print to print and save the form or Save

Generate SDSA Claim

  1. Go to Patient Records > Treatment tab
  2. Enter items / Transfer from Treatment Plan 
  3. Itemised Invoices menu > New Invoice and Special Dental Services Claim

    1. Select items to include in the background
    2. Fill out the Application Form
    3. Click Save
    4. Click Cancel to exit

Generate New Zealand (NZ) Dental Benefits OHSA Claim: High Caries Treatment Planning

  1. Go to Patient Records > Treatment tab
  2. Enter items if not already entered. Some items require the surface to be included to be approved. If a surface is entered against an item, it will be added to the comments field of the form.
  3. Itemised Invoices menu > New Invoice and Oral Health Services Claim
  4. Select High Caries Treatment Planning
  5. Highlight the item/s in the background and fill in the form as require

  6. Click Preview then Print to print and save the form or Save

Generate New Zealand (NZ) Dental Benefits OHSA Claim

  1. Go to Patient Records > Treatment tab
  2. Enter items if not already entered. Some items require the surface to be included to be approved. If a surface is entered against an item, it will be added to the comments field of the form.
  3. Itemised Invoices menu > Select New Invoice and Oral Health Services Claim
  4. Select Individual Treat
  5. Highlight the item/s in the background and fill in the form as required

  6. Click Preview then Print to print and save the form or Save

Generate OHSA Claim: High Caries Treatment Planning

  1. Go to Patient Records > Treatment tab
  2. Enter items / Transfer from Treatment Plan 
  3. Itemised Invoices menu > New Invoice and Oral Health Services Claim > High Caries Treatment Planning

    1. Select items to include in the background
    2. Fill out the Application Form
    3. Click Save
    4. Click Cancel to exit

Generate OHSA Claim: Individual Treatment

  1. Go to Patient Records > Treatment tab
  2. Enter items / Transfer from Treatment Plan 
  3. Itemised Invoices menu > New Invoice and Oral Health Services Claim > Individual Treat

  4. Select items to include in the background
  5. Fill out the Application Form
  6. Click Save
  7. Click Cancel to exit

Apply OHSA / SDS Payments to Claims

When a payment is received for outstanding OHSA and/or SDS claims, enter the payment as one amount for all associated patients. 

  1. Go to Patient Records > Receipts tab for any of the patients the amount relates to
  2. Receipts menu > New Receipt
    1. Payment From: Insurance, OHSA or SDS
    2. Amount: Enter the total amount of the payment (not just for this patient)
    3. Payment Type: Select how the payment was received 
    4. Autoallocate Payments: Remove the tick
    5. Paid: Enter the amount paid per patient (some will remain outstanding)
    6. Click Create

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