Tuesday, November 4, 2014

Viewing Patient Insurance Benefit Information in the Treatment Planner

Updated 4/29/2019

Did you know that when you are discussing the financial considerations of a treatment plan with a patient, you can view the patient's deductibles met, benefits used, and insurance coverage breakdown, without having to switch to the Family File?

That information is available to you with the click of a button in the Treatment Planner.

To view patient insurance benefits:

  1. With the patient selected in the Treatment Planner, click the Insurance Benefits button.

  2. Review the information with the patient and use it to explain insurance and patient portion of your fees for the planned procedure(s).
Note: The information contained in the Dental Insurance Benefits dialog box is only as accurate and reliable as your office policies about entering them into Dentrix.

For more information, read Viewing Insurance Information and Estimates in Dentrix Help.

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