Editing the deductibles and benefits of insurance plans

You can edit the required deductibles and the maximum benefits of an insurance plan. Along with coverage tables, deductibles and benefits allow for accurate insurance estimates.

Tip: Also, you can edit the deductibles met and benefits used for the current and previous years of a patient's insurance plan.

To edit deductibles and benefits

1. On the Home menu, under Insurance, click (or tap) Carriers.

   The Insurance Carriers page opens.

2. Select an insurance carrier.

   The options for editing the insurance carrier become available.

3. Under Plans/Employers, select an insurance plan.

   The options for editing the insurance plan become available.

4. Click (or tap) Benefits.

   The Deductibles and Benefits dialog box appears.

   

5. Change the deductibles and benefits of the plan as needed.

   Note: Currently Dentrix Ascend calculates the deductible for each category. If there is only one deductible, enter the amount of the deductible in the Preventive, Basic, or Major box in each column (Annual Individual, Annual Family, and Lifetime Individual) as applicable unless preventive procedures do not require a deductible; in which case, enter the amount of the deductible in the Basic or Major box in each column as applicable. This will prevent Dentrix Ascend from calculating the deductible twice for a procedure, and it won't matter which type of procedure you post first. Additionally, you must update the coverage table for the plan. Make sure that all procedures, except for preventive procedures if they do not require a deductible, are associated with the deductible type that you entered an amount for.

6. Click (or tap) Save.