A patient's history automatically updates in Practice-Web as procedures are completed. Insurance History works the same and is updated as claims are paid. However, you may want to account for benefits a patient has used outside your office, such as with new patients or when you refer to a specialist.
Insurance History
Common procedures such as bitewing x-rays and prophies are typically subject to frequency limitations by insurance plans. To edit a patient's last date of service for these types of procedures:
From inside a patient's insurance plan, click the History button or locate the History grid at the bottom of the insurance plan in the Family Module and double-click it.
Benefit Information Benefit Information is found in the lower right of an Insurance Plan . The figures are used to calculate procedure and insurance remaining estimates. The details in the section apply to all subscribers of that particular insurance ...
Every insurance plan has one subscriber and can be attached to multiple patients, but a plan is never shared between subscribers. There is no limit to the number of plans a family can have. If a patient changes their coverage, the old plan is not ...
(COB) are the rules for how insurance pays when a patient has coverage under more than one plan. There are many different ways to calculate COB, made even more complicated by various State laws. Sometimes, non-duplication means that the plan will ...
Insurance Remaining Calculations Insurance Remaining grid, as shown above, appears in several places throughout Practice-Web, including in the lower right of the Treatment Plan Module , when you hover over "Ins Rem" in the bar at the top of the ...
Patients can have unlimited insurance plans. The Insurance Plan listed second (Order 2) in the Family Module is considered secondary insurance, though can be changed by modifying the Order Number. Most insurances follow the "Birthday Rule." This ...