Authorisation Codes

Many insurance companies now issue their clients with authorisation codes when they permit them to have treatment under their policy.

These codes are received by the patient and must be used when claiming. If you invoice insurance companies directly on behalf of your patients, then you will need to store and use these authorisation codes. TM2 handles this for you taking care of recording the details, reminding you when a patient needs a code, and even printing them on the invoices.

This will prevent returned unpaid invoices and unhappy patients because you have to chase them for payments!

Creating an Authorisation code in TM2 is straight forward and is carried out from the patient record. You enter the code, the insurance company or group that it relates to as well as the limits it has, such as expiry date, amount or number of treatments.



When you then create an appointment for that patient, you select a valid Authorisation Code for them. You can configure TM2 to stop you creating appointments for patients for a group if they haven't received their authorisation code yet.

When the code has run out, it will not be available to select and you can inform your patient that they need further authorisation or must pay privately.



The system automatically updates the amounts left for the patient so that you and they are always informed of how many treatments are still available. This is held in the Authorisation code section of the patient record for easy access.