Panel billing and claims, tracked to the last payment.
For dental clinics that bill insurers, TPAs and corporate panels. Split the bill at checkout, and see what every payer owes and for how long.
Panel money that slips through the cracks
A panel patient pays a copay at the counter and the rest is owed by an insurer or the patient's employer. That remainder lives in a claim form, an email and a spreadsheet, and nobody can say quickly how much is outstanding or which claims are past ninety days.
Annual limits make it harder: the front desk has to know how much cover the patient has left before deciding what to collect today, and a rejected claim often goes unnoticed until the money is long overdue.
How Timeo handles panels
Set up each payer once under Payers: an insurer, a TPA or a corporate panel, how claims are sent, a copay per visit or copay percent, an annual limit, and the prices the panel covers. Payers are shared by every clinic in your group.
At checkout, Bill the panel splits the bill into what the panel covers and what the patient pays, including the copay, and shows how much of the annual limit is left after this bill. A claim is created ready to send.
The Claims tab lists every claim with its status, from Draft and Submitted to Approved, Part paid, Paid or Rejected, and the Aging view groups what is owed into 0 to 30, 31 to 60, 61 to 90 and over 90 days. Monthly statements put every open claim for a payer on one statement.
Start billing panels
- Sign up as a Dental clinic. Panels and claims is on by default under Settings > Features, Dental.
- Open Sell > Panels and claims, go to Payers and press New panel for each insurer, TPA or corporate panel.
- At checkout, choose Bill the panel. If the patient has no panel on file yet, press Add panel and enter their member number.
- Follow each claim in the Claims tab, from sent to paid, and check Aging for anything getting old.
What patients see
At the counter, patients pay only their share. Staff can tell them before paying how much of their yearly cover is left, so there is no surprise bill later.
If a panel covers none of the day's services, Timeo says so at checkout and the patient pays the whole bill, instead of a claim being rejected weeks later.
Questions
Is this available to every clinic?
No. Panels and claims is part of the dental clinic setup. Other business types do not see it.
What kinds of payers can I add?
Insurers, TPAs and corporate panels, each with a copay, an annual limit and their own prices.
How do I know which claims are overdue?
The Aging view groups the money owed by days since each claim was sent, and the Claims list can be filtered to open claims only.
What happens when a payer pays less than claimed?
You record the payment, and the claim shows Part paid. If the payer lowers the claim, that adjustment is kept on the claim history.
Can I send one statement a month per payer?
Yes. Monthly statements gather every open claim for a payer up to the end of the month on one statement.