apply deductible in treatment plan

Idea created by Matt Ackerman Employee on Jul 17, 2017
    • sdansby24
    • mdunham
    • famdentofcols
    • d.canales
    • ninaclaydental
    • callton

    The plan deductible is not applied in the Treatment (Tx) Plan, only when the Tx is posted. The patient needs to see a correct estimate first, therefore these should both match.

    Currently, SoftDent can not factor in the deductible on Tx plan. We really need the ability to give the patient an accurate treatment plan. I think it would be super if we could actually edit the "Insurance Totals" information on the lower right side when you edit a Tx plan transaction.