Showing results for 
Search instead for 
Did you mean: 
First Molar I

Alert when patient has maxed?

Is there a feature in PW where we can be alerted when scheduling an appointment if a patient has exhausted all of their benefits for the plan year?

In our office, we have a system in place where I am given all eobs on which a patient has maxed.  I then attach a sticky note to the patient's clipboard to pop up everywhere until the plan renewal date has passed.

However, sometimes an eob is not given to me OR a patient gets scheduled for another appointment before the eob arrives for us to know that they have no benefits remaining.  We would like to catch these patients BEFORE they schedule so that they can make an informed decision about that appointment.

Does such an alert exist?