Handling Smile Advantage Savings Plans

This article will cover a few ways to handle Smile Advantage Saving Plans. For more information on Smile Advantage, please refer to their website.

When setting up to handle Smile Advantage, there's two ways we can accomplish this.

1. We can set up a new Fee Schedule that exclusively contains "Smile Advantage" procedure codes. This won't adjust anything off of regular fees, and there won't be a way to track total write offs for Smile Advantage Patients, but it is the quickest and easiest way to set this up.

2. We can set up a new Insurance Company that would allow you to apply write offs and adjustments just like any other insurance company, but would take a bit more time to set up.

Setting up a Smile Advantage Fee Schedule

 To set up a Fee Schedule exclusively for use with Smile Advantage, you can simply duplicate your current Fee Schedule and then adjust the fees as necessary within that Fee Schedule.

To duplicate your Fee Schedule, navigate to the References Ability, and expand the Fee Schedules node. With the Fee Schedule you wish to duplicate selected, click the "Edit" menu at the top of the screen, and select "Duplicate Record".

Once the Fee Schedule is duplicated, you can then rename it. We recommend renaming it to include "Smile Advantage" or "SA" in the title. From there, be sure to review the procedures that you use and ensure that the fee is changed to fit the pricing scheme you desire for Smile Advantage patients.

For Smile Advantage Patients, we recommend changing their default Fee Schedule to the Smile Advantage Fee Schedule. You can do this by navigating to the Patient Ability > Patients Tab, and using the Fee Schedule drop down menu.

Setting up a Smile Advantage "Insurance Company"

Setting up an Insurance Company for Smile Advantage is very similar. Navigate to the References Ability, and locate the Insurance Companies node. From there, you can add a new Insurance Company by clicking on the Green Plus in the sidebar. Enter all the relevant demographic information. In the Plans Tab, you'll want to add each type of Smile Advantage Plan for each plan they offer (Adult, Child, Perio, etc.).

In the Plans tab, make sure each Plan has an annual coverage set of $1,000.00. Check the Participate checkbox.

You'll need to configure your Procedure Types for each plan like any other Insurance plan. You'll need to determine what percentage the patient will pay of the total fee. For example, if a particular type of procedure is to be given a 15% discount, you'll want to set the % Insurance Pays for that type to 85/15.

If you want some finer control, you can also enter prices for each service code you have available, although types are generally sufficient as long as your fee schedule codes are tied to those procedure types.

You can also set up a new Payment Type (accessible from References > Payment Types to track payments in relation to Smile Advantage payments.

Tracking Smile Advantage Patients

Tracking Smile Advantage Patients is relatively easy. We simply need to use an Account Financial Status and set relevant patients to this Financial Status.

You can add and select Financial Statuses by navigating to the Patients Ability. In the Accounts tab, there's a drop down selector for Financial Status that you can type in a new Financial Status.

We recommend that you add a Financial Status for each Smile Advantage membership offered (Child, Adult, Perio). 

Once these are set for all of your patients, you can then use the Accounts Receivable report, located in the Reports Ability > Accounting category. This Report has a Financial Status filter that you can use to identify and count these patients.

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