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Editing deductibles and maximums

Each time patients come to your practice they use some of their insurance benefits. Some patients may even reach the maximum amount of their benefits or deductibles. To calculate insurance estimates properly, you must record these amounts. You can enter benefits used and deductibles paid in the Family File rather than through insurance claims.

Note: Updating or changing any benefit and coverage information will affect all patients who subscribe to the selected group plan.

To edit a deductible and a maximum

1.   With a patient selected in the Family File, double-click the patient's Insurance Information block.

The Insurance Information dialog box appears.

2.   Click Benefits/Coverage.

The Dental Insurance Benefits and Coverage dialog box appears.

3.   Click the Deductibles/Maximums tab.

The Deductibles and Maximums tables appear.

4.   To edit the amount of the annual required deductibles, select the deductible type, click the Edit Deductible button, and then type the amount in the appropriate fields.

5.   To edit the amount of deductibles applied to the patient's account, select the deductible type, click the Edit Deductible button, and then type the amount in the appropriate fields.

Note: Except where noted, once you post the updated information, it is used to calculate all future insurance estimates for the selected patient or family.

6.   To edit the amount of the annual maximum benefits (individual and family), select the maximum type, click the Edit Maximum button, and then type the amount in the appropriate fields.

7.   To edit the annual maximum benefits used (individual and family), select the maximum type, click the Edit Maximum button, and then type the amount in the appropriate fields.

8.   To view the previous year's deductible and maximum benefit information, click the Previous Year's tab.

9.   To post the changes you have made and update the patient's benefit information, click Save.