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.

   Notes:

   • If there is only one deductible, do one of the following:

     • If the deductible does not apply for preventive procedures - Enter the deductible in the Basic or Major box in each column (Annual Individual, Annual Family, and Lifetime Individual) as applicable. Then, make sure all non-preventive procedures in the coverage table are associated with the deductible type that you entered an amount for.

     • If the deductible does apply for preventive procedures - Enter the deductible in the Preventive, Basic, or Major box in each column (Annual Individual, Annual Family, and Lifetime Individual) as applicable. Then, make sure all procedures in the coverage table are associated with the deductible type that you entered an amount for.

   • Currently, the benefit information for Annual Individual Implant and Lifetime Individual Implant is for informational purposes only. The values are not used to calculate insurance estimates.

6. Click (or tap) Save.