Tuesday, December 15, 2015

Using Dental Plan Maximums in the Treatment Planner

In case you've missed it, the last couple of weeks we've been sharing tips about how to use the Treatment Planner more effectively present treatment cases to patients by using options to show dental insurance notes, and insurance benefits. Today we'll talk about how to consider a patient's dental plan yearly maximums when presenting cases.

The Treatment Planner provides insurance estimates and patient portions for the patient. These estimates are based on the set up of the coverage and payment tables in the Family File. You have the option to have the Treatment Planner consider the patient's yearly maximum when viewing these estimates.

To prevent the Treatment Planner from calculating an insurance estimate that is more than the patient's annual maximum, from the Treatment Planner, select Insurance > Use Dental Plan Maximums and Deductibles.



If this option has a check mark next to it, the annual maximums for this patient are reflected in the insurance estimates and the patient's portion. 
Note: This is a global setting and once this option has been checked, maximums are considered on all patients until unchecked.

Tuesday, December 8, 2015

Viewing Patient Insurance Benefit Information from the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases. Last week we talked about viewing primary and secondary insurance notes from the Treatment Planner. This week we'll tackle viewing patient insurance benefits. 

As you discuss financial considerations of a treatment plan with your patients, you may want to view the patient's insurance coverage, but don't want to have to switch to the Family File to do so. You can view summary information of the patient's coverage from the Treatment Planner.

To view a patient's insurance benefits:

  1. In the Treatment Planner, select a patient.
  2. Click the Insurance Benefits button on the Treatment Planner toolbar to open the Dental Insurance Benefits dialog box.


The following information is shown in the Dental Insurance Benefits dialog box:
  1. In the Primary Insurance Plan field, you can see the patient's insurance plan. If the patient has secondary coverage, the Secondary Insurance Plan field will list the patient's secondary insurance plan.
  2. In the Patient group, benefit information for the current patient is shown. The Family group shows benefit information for the entire family when View Family Benefits is checked.
  3. The Benefits Expire date shows when the plan benefits reset for the year.
  4. The Annual Plan Benefits shows the individual and family plan maximums for the year.
  5. The Paid Benefits YTD shows how much of the annual maximum has already been paid.
  6. The Pending Insurance Estimate YTD shows the amount still outstanding to insurance that we expect will be paid this year.
  7. By subtracting the Paid Benefits and Pending Estimates amount from the Annual Benefits, Dentrix calculates the Est. Benefits Remaining YTD.
  8. The Deductible Owed/Total shows the deductible amount(s) and then indicates whether the deductible has already been applied.
Having insurance benefit information easily accessible, and knowing how to interpret the information, you can make more compelling case presentations to your patients.

Tuesday, December 1, 2015

Viewing Primary (and/or Secondary) Insurance Notes in the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases. Over the next few weeks, our Tip Tuesday posts will show you how to use these options in your treatment case presentations including dental insurance notes, insurance benefits, and dental plan maximums.

If you have been careful about noting exclusions and plan limitations in the Insurance Plan Note, you can view this information from the Treatment Planner. Plan notes can provide helpful information about exceptions to coverage that a patient may not be aware of.

To view any notes attached to an insurance plan:

  1. In the Treatment Planner, select a patient.
  2. Click the Primary Dental Insurance Notes button on the Treatment Planner toolbar. The Primary Dental Insurance Note dialog box appears.




To view any notes attached to the secondary (if applicable) insurance plan, click the Secondary Dental Insurance Notes button. The Secondary Dental Insurance Note dialog box appears.



You can add and edit insurance plan notes from the Coverage Table information for the insurance group. To add or edit the note, go to the Office Manager and click Maintenance > Reference > Insurance Maintenance. Select the insurance group and click the Cov Table button. The Insurance Coverage dialog box appears. Click the Notes button.



The Insurance Plan Note dialog box appears. Add or edit the note for the insurance plan and click OK to save your changes for all patients assigned to that group plan.


Note: These insurance plan notes are only useful to you for treatment plan presentation if you are diligent about entering the information into Dentrix and keeping it updated.