Tuesday, February 28, 2017

Updating Deductibles Met and Benefits Used Mid-Year

Updated 10/3/2019

Patients often come to your practice mid-year when they have met part or all of their deductible or used part or all of their maximum benefits. You can enter their deductibles met and benefits used manually in Dentrix so that you can track insurance benefits correctly.

How To:

  1. Select the patient in the Family File and double-click the Insurance block.
  2. Click the Deductibles button.

  3. In the Deductibles group box, enter the deductible(s) the patient has met in the appropriate fields.
  4. In the Benefits Applied field, enter the amount of the insurance benefit that the patient has already used. Then click OK.

Additional Information:
  • You can also enter deductibles met and benefits used for the previous year by clicking the Previous Year’s tab.
  • You can also enter deductibles met and benefits used information from the subscriber information in an insurance claim.
  • Read the Entering Benefits Used and Deductibles Met topic in Dentrix Help.

1 comment:

Apu Mridha said...

Thank you for sharing such an amazing and informative post. Really enjoyed reading it. :)



Medical Claims Management