Changing Production View Settings in Practice IQ
Open Dental manages UCR fees and PPO fee schedules differently compared to other Practice Management Systems. To adjust how production is viewed in Practice IQ, follow these guidelines:
Understanding PPO Percentage Plan Type
Most offices using Open Dental have an Insurance PPO plan set up as a PPO Percentage Plan Type. Here’s how it works:
Fee Schedule: Shows the "Estimated write-off amount."
UCR Fees: All transactions are entered at the office's UCR fee.
Patient Ledger: When a service code is entered, the UCR amount is displayed.
Production Reports: These show the UCR amount.
Insurance Statements: Write-off amounts are applied to the gross production on the day the payment is entered.
Adjusting Production View for More Accurate Estimates
For offices wanting production numbers closer to the expected collection (adjusted production), consider the following configuration:
1. Change Plan Configuration:
Set the plan to Category Percentage.
Ensure the "Show UCR on claims" option is checked in Setup Family Preferences.
Associate the fee schedule with the plan.
2. Impact on Production Numbers:
With this setting, the production numbers in Practice IQ dashboards will reflect the fee schedule amount, not the UCR, on the day the service is performed.
Pros and Cons of Changing Plan Configuration
Advantages:
Provides a Gross Production number closer to what you expect to collect.
Disadvantages:
The PPO fee is the only amount shown on the treatment plan estimate, so patients won’t see the discount they receive since the UCR isn’t displayed.
You won't be able to run a report in Open Dental showing the total amount written off versus UCR.
