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Insurance and TPA claims

1. Add each insurance company or TPA you work with as a payer, with its coverage.
2. On the invoice, the share the payer covers and the patient's share are split.
3. Ask for a pre-approval when the payer needs one, with the UCAF (medical) or DCAF (dental) form.
4. Gather the visits to claim into a claim batch and send it.
5. When the payer pays, record the remittance; what is still outstanding stays visible.

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