Billing & Payments

Insurance Claims Processing

Streamline your insurance workflow with Cognident's integrated claims management system.

Pre-Authorization Process

For major treatments, submit pre-authorizations:

1. Navigate to the patient's treatment plan
2. Select procedures requiring pre-auth
3. Click "Submit Pre-Authorization"
4. Include necessary documentation and X-rays
5. Track approval status in the claims dashboard

Electronic Claims Submission

Submit claims electronically for faster processing:

• Claims are automatically generated from completed treatments
• Review claim details before submission
• Submit individual claims or batch process multiple claims
• Receive electronic acknowledgments within 24 hours

Claim Status Tracking

Monitor claim progress through the claims dashboard:

• Submitted: Claim sent to insurance
• Pending: Under review by insurance
• Paid: Payment received
• Denied: Requires review and possible resubmission

Handling Claim Denials

When claims are denied:

1. Review the denial reason carefully
2. Gather additional documentation if needed
3. Correct any coding errors
4. Resubmit the claim with corrections
5. Appeal if the denial seems incorrect

Payment Processing

Accept and process payments efficiently with multiple payment options.

Accepted Payment Methods

Cognident supports various payment methods:

• Credit/Debit Cards: Visa, MasterCard, American Express, Discover
• ACH/Bank Transfers: Direct bank account debits
• Cash: Traditional cash payments
• Checks: Personal and insurance checks
• Payment Plans: Flexible financing options

Processing Payments

To process a payment:

1. Navigate to the patient's account
2. Click "Process Payment"
3. Select payment method
4. Enter payment amount
5. Apply payment to specific charges
6. Print or email receipt

Payment Plans

Set up payment plans for larger treatments:

1. Create a treatment estimate
2. Click "Create Payment Plan"
3. Set down payment amount
4. Choose payment frequency (monthly, bi-weekly)
5. Set automatic payment dates
6. Send agreement to patient for signature

Refunds and Adjustments

Process refunds when necessary:

• Navigate to the original payment
• Click "Process Refund"
• Enter refund amount and reason
• Choose refund method (original payment method or check)