General
Defaults
Messages
Company Info
Users
Scheduler

Patient Info
Patient Defaults
Billing Parties

PT Extras
Pictures
Help
Actions
Actions for Highlighted Patient

Add [Charges] from Treatment Plan
Add [Charges] from CDT Group

Posting Payments to a Payment Plan
Actions
Documents
Print Payplan Ledger
Help

Step 1 - Select Check Details
Step 2 - Select Patient and the appropriate Visit
Step 3 - Post the Payments

Step 1 - Select your Search Criteria and Click Search
Step 2 - Verify Recalls and Print

Appointment Descriptions
CDT Codes
Rescheduling - Drag/Drop

EasyView
Appointment Cards
School/Work Excuse

List Style
Appointment All Resources
_Scheduler-1
Single Resource

1- Type of Transaction
2 - Predetermination/Preauthorization Number
3 - Name, Address, City, State, Zip Code
4 - Other Dental or Medical Coverage?
5 through 11 - Other Coverage Information
12 through 17 - Primary Subscriber Information
18 through 23 - Patient Information
24 through 31 - Record of Services Provided
32 - Other Fees
33 - Total Fees
34 - Missing Teeth Information
35 - Remarks
36 - Patient Consent
37 - Insured's Signature
38 - Place of Treatment
39 - Number of Enclosures (00 to 99)
40 - Is Treatment for Orthodontics?
41 - Date Appliance Placed
42 - Months of Treatment Remaining
43 and 44 - Replacement of Prothesis? Date of Prior Placement
45 through 47 - Treatment Resulting from
48 through 52 - Billing Dentist or Dental Entity
53 - Certification
54 and 55 - Provider NPI and License Number
56, 56a and 57- Address, City State, Zip Code and Phone Number
58 - Additional Provider ID

1- Type of Transaction
2 - Predetermination/Preauthorization Number
3 - Name, Address, City, State, Zip Code
4 - Other Dental or Medical Coverage?
5 through 11 - Other Coverage Information
12 through 17 - Primary Subscriber Information
18 through 23 - Patient Information
24 through 31 - Record of Services Provided
32 - Other Fees
33 - Total Fees
34 - Missing Teeth Information
35 - Remarks
36 - Patient Consent
37 - Insured's Signature
38 - Place of Treatment
39 - Number of Enclosures (00 to 99)
40 - Is Treatment for Orthodontics?
41 - Date Appliance Placed
42 - Months of Treatment Remaining
43 and 44 - Replacement of Prothesis? Date of Prior Placement
45 through 47 - Treatment Resulting from
48 through 52 - Billing Dentist or Dental Entity
53 - Certification
54 and 55 - Provider ID# and License Number
56 and 57- Address, City State, Zip Code and Phone Number
58 - Treating Provider Specialty

1 - Patients Name [last, first, mi]
2 - Patients Social Security #
3 - Patients Sex
4 - Patients Birth Date
5 - Patient MediCAL ID#
6 - Patients Address
7 - Patient Dental Record#
8 - Referring Provider#
9 - Radiographs Attached?
10 - Other Attachments
11 - Accident/Injury?
11 - Employment Related?
12 - Eligibility Pending? TAR ONLY
13 - Other Dental Coverage?
14 - Medicare Dental Coverage?
15 - Retroactive Eligibility?
16 - CHDP
17 - CCS
18 - Maxillofacial - Orthodontic
19 - Billing Provider Name
20 - Billing Provider Number
21 - Billing Provider Address/Phone
22 - Place of Service
23 - Proof of Elgibility
24 - Examination and Treatment
25 - Tooth Identification Chart
26 - Tooth # or Letter; Arch; Quadrant
27 - Tooth Surfaces
28 - Description of Service
29 - Date Service Performed
30 - Quantity
31 - Procedure Numbers
32 - Fee
33 - Treating Medi-CAL Provider #
34 - Comments
35 - Total Fee Charged
36 - Patient Share of Cost Amount
37 - Other Coverage Amount
38 - Date Billed
39 - Signature Block
TAR Treatment Authorization Request

Header information
1 - Ins Type
1a - Insureds ID Number
2 - Patient's Name
3 - Patient's Birth Date
4 - Insured's Name
5 - Patient's Address
6 - Patient's Relationship to Insured
7 - Insured's Address
8 - Patient Status
9 - Other Insured's Name
9a - Other Insured's Policy or Group Number
9b - Other Insured's Date of Birth
9c - Employer's Name or School Name
9d - Insurance Plan Name or Program Name
10a through c - Is Patient's Condition Related to:
10d - Reserved for Local Use
11 - Insured's Policy Group or FECA Number
11a - Insured's Date of Birth
11b - Employer's Date of Birth
11c - Insurance Plan Name or Program Name
11d - Is there another Health Benefit Plan?
12 - Release of Medical Information Signature
13 - Payment Authorization Signature
14 - Date of Current: Illness, Injury or Pregnancy
15 - If Patient has had same or similar illness
16 - Dates Patient unable to work in current occupation
17 and 17a- Name of Referring Physician or Other Source
18 - Hospitalization Dates Related to Current Services
19 - Reserved for Local Use
20 - Outside Lab?
21 - Diagnosis or nature of illness
22. Medicaid Resubmission Number
23 - Prior Authorization Number
24a - Date(s) of Service
24b - Place of Service
24c - Type of Service
24d - Procedures, Services or Supplies
24e - Diagnosis Code
24f - Charges
24g - Days or Units
24h through k - EPSDT Family Plan, EMG, COB and Reserved for Local Use
25 - Federal Tax ID Number
26 - Patient's Account Number
27 - Accept Assignment
28 - Total Charges
29 - Amount Paid
30 - Balance Due
31 - Signature of Physician or Supplier
32 - Name and Address of Facility Where Services were Rendered
33 - Physician's, Supplier's Billing Name, Address, PIN# and GRP#
_ADA Forms-1

Work Schedule
Vacation and Compensation