Setting Up Plan Percentages

The percentage pricing method allows you to set up a general insurance plan benefit and a general patient copayment. The percentage pricing method also allows you to set up a general fee schedule for products and services.

1. Open the Plan tab on the Insurance Billing Initial Setup window. For information on opening the Plan tab, go to To open the insurance Plan tab.
2. Select an insurance plan from the Select Plan drop-down menu.

   OR

   Click New to add a plan. For information on adding plans, go to To add & modify insurance plans.

3. Select Percentage from the Pricing Method drop-down menu.
4. Type the percentage of cost that the plan covers in the Coverage % text box.
   If the insurance carrier has a fee schedule, type 100 in the Coverage % text box.
   
   If the carrier is VSP, type 100 in the Coverage % text box.
5. Select either the Percent or Amount radio button, depending how the plan has structured the patient’s copay.
6. Type the actual percent or amount of the patient’s copay in the Co-Pay field.
7. Click Fee Schedule as needed.

   The Insurance Fee Type window opens.

8. Select a product or service from the Insurance Fee Type drop-down menu.
9. Type the amount covered by the insurance plan in the Amount column.
10. Repeat steps 8 and 9 for each of the products and services covered under the plan.
11. Click OK when you are finished.
12. Click Save on the Insurance Billing Initial Setup window to save the changes you made to the insurance plan.