With the Purge Insurance Benefits Used utility, you can selectively zero out used dental insurance coverage benefits.
Notes:
During the month-end update, Dentrix Enterprise will automatically purge used insurance benefits for the dental insurance plans that renew in the next calendar month.
Purging used insurance benefits requires the "Purge Insurance/Employer" security right.
To purge used insurance benefits
In Office Manager, on the Maintenance menu, point to Reference, and then click Purge Dental Ins Benefits Used.
If applicable, do one of the following:
If the Password - Purge Insurance/Employer dialog box appears, user verification has been assigned to the "Purge Insurance/Employer" task. Do one of the following:
If your user account has been granted the "Purge Insurance/Employer" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Purge Insurance/Employer" security right, have a user with permission temporarily override this restriction so you can purge used insurance benefits this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Purge Insurance/Employer" security right. To have a user with permission temporarily override this restriction so you can purge used insurance benefits this one time, do the following:
On the message, click Yes.
In the Password - Purge Insurance/Employer dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Used Insurance Benefits Purge dialog box appears.
Select one of the following options:
Insurance Plans with Renewal Month of - To clear used benefits (reset them to $0) for insurance plans with benefits that renew on a specific month. Then, with this option selected, from the corresponding list, select the correct month.
Selected Insurance Plan - To clear used benefits from a specific insurance plan. Then, with this option selected, do the following:
Click the search button 
.
The Select Dental Insurance Plan dialog box appears.
To search for plans that have particular insurance tags, do the following:
Under Insurance
Tag Selection, click the search button 
.
The Insurance Tag Selection dialog box appears.
Note: If the upper list is long, to filter it by name, click Search, enter all or the first part of a tag name, and then click Show Results to view the matches.
In the upper list, select the desired tags.
Note: To select multiple tags, click a tag, and then, while pressing the Ctrl key, click the other desired tags. To select a range of adjacent tags, click the first tag of the desired range of tags, and then, while pressing the Shift key, click the last tag of the desired range of tags.
Click Add.
The selected tags now appear in the lower list.
Note: To remove a tag from the lower list, select it, and then click Remove.
Click OK.
Note: To clear all the selected insurance tags at one time, click Clear Selection.
Under Search By, select one of the following options:
Carrier Name - To search by carrier name.
Employer - To search by employer name.
Note: This option is available only if an employer has already been assigned to the current patient.
Group Plan - To search by group plan name.
Group Number - To search by group plan number.
In the Enter Carrier Name, Enter Employer Name, Enter Group Plan Name, or Enter Group Number box (the name varies according to the selected Search By option), enter all or part of a carrier name, employer name, group plan name, or group plan number, respectively.
Click
the search button .
Any matching insurance plans appear in the list.
Select an insurance plan.
Important: Purging used benefits will clear all of the current year's benefits for the insurance plans that have the previous year's benefits cleared.
Click OK.
A confirmation message appears.
Click Yes.