Handling combined deductibles

You can set up an insurance plan that has only one deductible so that, regardless of which procedure gets posted first, the estimated patient portion will be calculated using the deductible.

To set up a plan with one deductible

1. While you are editing an insurance plan, click (or tap) Benefits.

   

   The Deductible and Benefits dialog box appears.

   

2. Enter the Required amounts for Annual Individual, Annual Family, and Lifetime Individual as applicable for only one of the deductible types (such as Basic or Major).

   Note: If the deductible does not include preventive procedures, make sure that you do not enter required amounts for the Preventive deductible type.

3. Click (or tap) Save.

4. Click (or tap) Coverage Table.

   The Coverage Table for dialog box appears.

   

5. For each procedure code range in the coverage table, select the Deductible Type that you entered required amounts for in step 2. However, if the deductible does not include preventive procedures, make sure that Preventive is selected as the Deductible Type for the corresponding procedure range.

6. Click (or tap) Save.

7. Click (or tap) Save.