Estimate Insurance on All Three Treatment Plan Options

Idea created by d.canales Employee on Feb 8, 2018
    • mdunham
    • kevin.moloney
    • mbrown

    Client request:  during training today, a recommendation was made to estimate insurance on all three treatment plan options (primary, secondary, and tertiary) separately.  Currently, insurance estimation starts calculating on the primary plan, then stops when the patient maxes out, however, since the secondary and tertiary treatment plans are alternatives, and not a continuation of the primary treatment plan, they should be estimated without taking the other plans into consideration.  This would help when printing treatment plans to present to patients, so they can can see their share/coverage on each of the treatment plan options and make an informed decision.