SDSA and OHSA Claim Summary Forms

SDSA and OHSA Claim Summary Form can be created for a period and printed. 

1. Go to Insurances > OHSA/SDSA Claims tab

   1. Claims Type: Select from OHSA and SDSA

   2. Batch: Select New batch

   3. Batch Name: Enter a name for the batch, it will be saved as this name

   4. From / To Date: Select the period of claims to view

   5. Treating Provider: Select the Provider to view claims for

   6. Click Retrieve   

   7. Highlight: Select to highlight All rows shown above, or manually select those to include

   8. Click Create Batch

   9. Click Print                                    

      1. Tick Apply print/exit for all reports so all pages print together

      2. OHSA Report: The first printout will be the OHSA Claim Summary Form, followed by the OHSA Individual Treatment Report then High Caries Treatment Planning Treatment Report/Claim Summary Form

      3. SDSA Report: The first printout will be the SDSA Claim Summary Form, followed by the SDSA Individual Treatment Report

      4. Signature: Select a saved signature to be added to the form