Adding deductible types

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.

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

To add a deductible type

1.   In the Office Manager, click Maintenance, point to Reference, and then click Insurance Maintenance.

The Insurance Maintenance dialog box appears.

2.   Select the carrier and group plan you want to add a deductible type to, and then 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 add a deductible type, click Add new Deductible type .

A row is added to the Deductibles table.

5.   Complete the following tasks:

·        Deductibles – Type a name for the deductibles type.

·        Individual Annual Required – Type the amount in dollars.

·        Individual Lifetime Required – Type the amount in dollars.

·        Family Annual Required – Type the amount in dollars.

6.   Do one of the following:

·        To save your changes, click Save.

·        To reverse your changes, click Undo.