Insurance Company Table

Use the Insurance Company table to maintain a list of the insurance companies with whom your billing parties have coverage. In addition to other information, the Insurance Company table includes a list of patients covered by this insurance, a notepad where you can type your own notes, and a correspondence history of documents you have captured, imported, and scanned for this insurance company.

After you create or select the insurance company record to work with, you can review and edit the details at the right of the window.

Name - Enter the company name in this field. You can change the company name if needed.

Print Quick Label - Click the QLbutton beside the name field to print a Quick Label for this party. See "Insurance Company Labels" for details.

Payer ID # - (Electronic insurance submission only.) Enter the appropriate payer identification code for this Insurance Company record in this field. You can obtain a list of insurance company payer id numbers from your electronic insurance form clearinghouse.

Contact Name, Address & Email - Enter the name of your contact, and the insurance company address and email information. Electronic insurance form submission requires that the state be in 2-letter postal abbreviation format.

Claim Type - This field displays the default insurance claim form type.

Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

Insurance Custom Fields - Use the User Defined Fields table to set up the captions, or names, of unique fields available in several types of records, including your Patient and Responsible Party records, your Employer, Assistant, Dentist, Referrer, and Insurance tables, your Office Contacts list, and your patient identification fields. You can use these fields to track any sort of information you deem necessary. If you enter hyperlinks into these fields, you can double-click the link to open that web page. See the "Insurance User Defined Fields" in your User Defined Fields table for details.

Billing / Treating Provider ID Links - Use the Provider ID Link fields to select the type of orthodontist identification that is required for claims submitted to this company. When the forms are generated, the identification data is pulled from the corresponding field in your Orthodontist table. Only ADA 2012 and newer forms support both links.

Correspondence History

View Correspondence History - Click Correspondence History to review the documents you have saved for this party.

Use Correspondence History - You can open and view correspondence history items, add new documents, restrict access to certain documents, change a document's category, and inactivate items that you no longer need to see.

Filter Documents - Use the list of categories at the left of the correspondence history window to include only certain documents in the list, or enable the All Categories option to include all documents. ViewPoint remembers your filter settings: So, no matter what workstation you use, or which correspondence history you are working with, your favorite filters go along with you.

Change Category Assignment - Documents are added to your correspondence histories with a default category. However, you can click in the Category column to change the assigned category as needed.

Include Inactive - Enable the Include Inactive option at the bottom of the window to include items that have been flagged Inactive in the correspondence history. If this option is disabled, only active items will appear in the list.

View a Document - Click View to open the document for viewing and printing. You must have an appropriate viewing / editing tool, such as Adobe Acrobat, installed to be able to open files. Document restrictions, described below, may prevent you from opening certain documents.

Document Restrictions - Document restrictions control who can open an item in the correspondence history.

Import Documents - You can import any document, in PDF form, into your dentist, professional, insurance company and office contacts correspondence histories, as well as into your VP Document practice correspondence history. See "Import Documents" for details.

Capture Documents - As you print a non-merge document, report, or other printable item, you can use the Capture tool to save a copy of that document in the correspondence history. See "Capture Documents" for details.

Scan Document - Use the Scan tool to send a digital copy of any document from your scanning device to a correspondence history.See "Scan Documents" for details.

Replace a Document - Use the Replace feature to overwrite a document in a correspondence history with a new document. You might do this, for example, to update your company policy and procedure handbook. Right-click a document, and select Replace. Then choose whether to import, capture, or scan the new document, overwriting the original document.

Patient List

Notepad

Click the Notepad icon to open the notepad window for this record. When the notepad is empty, the icon is red; when the notepad has existing text, the icon is blue. Use the notepad to type free-form notes. You can categorize your notes on several tabs to view only the categories of notes you need to see.

View Notes - Click a tab at the bottom of the notepad window to choose which page to work with. If a tab contains text, a plus sign (+) appears beside the tab caption. (See "Set Up Notepad Tab Captions" for details about naming the pages.)

Resize the Window - Hover your cursor at a corner of the window, then click and drag to the desired size. ViewPoint remembers you preferred size, even after you exit and re-enter.

Add & Edit Notes - Type your note in the notepad text box. You can use the notepad toolbar, right-click menu, and standard word processing keyboard shortcuts to complete your note, emphasize text, and add the current date and user initials. In addition to regular text, you can type or paste a URL (Internet hyperlink) into the field. Then, simply double-click the link to open that web page. (An active Internet connection is required for this feature to work.)

Your toolbar icons may appear slightly different, depending on which notepad you are working with.

Date Stamp - Click Date Stamp on the notepad toolbar (or press F2 on your keyboard) to insert the current date and user's initials at the cursor location.

Cut, Copy, Paste Text - You can use the icons on the notepad toolbar to $image\button_cut.gif$ Cut, $image\button_copy.gif$ Copy, and $image\button_paste.gif$ Paste notepad text You can also right-click to access a basic text editing menu, or use standard cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. keyboard shortcuts.

Enhance Text - Use the notepad toolbar, right-click menu, or standard word processing keyboard shortcuts to edit the $image\button_bold.gif$ Bold, $image\button_italics.gif$ Italics, $image\button_underline.gif$ Underline, Color, and Font properties of your text. If you change the text font, be sure you select a font that is available to everyone in your network, or the text may not display correctly on some workstations.

Undo / Redo Last Action - Use the $image\button_undo.gif$ Undo / redo Redo icons on the notepad toolbar (Or press Ctrl+Z / Ctrl+Y respectively) to erase the most recently completed editing action, or reverse the most recent Undo action.

Reload - Use the Reload icon on the notepad toolbar to discard any changes you have made since entering the notepad. You must confirm your action before continuing: Once you reload the original text, the action cannot be undone.

Print - Click Print from the notepad toolbar (or press Ctrl+P on your keyboard) to send the contents of the currently active notepad tab to any printer available to your workstation.

Save and Exit - When you close the notepad window with either the Exit icon on the notepad toolbar, or the $image\button_undo.gif$ in the upper-right corner of the window, all your changes are saved immediately.

Overwrite Prevention - Because multiple users can access an individual record simultaneously, ViewPoint verifies that no one else has changed the notepad text you've been working on before you are allowed to save it. If the notepad has been edited by another user, you are given the option of reviewing and accepting the updated notes (overwriting your own changes), or rejecting the changes, and saving your own changes. If the conflict cannot be resolved, the original and changed text are both stored in a text file (NOTES.TXT) that you can find in your ViewPoint system directory.

Save Your Changes