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kpratt
Canine III

In house Dental Membership Savings Plan

Does anyone have any tips or suggestions on setting up an in house dental membership savings plan in PracticeWorks?
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3 Replies
Moderator
Moderator

Re: In house Dental Membership Savings Plan

I would need more specifics on the plan before I could recommend the best approach, but if it's a straight percentage off on certain procedures this can be accomplished using an automatic adjustment code and turning it on so it applies to specific procedures and for specific patients. 

I will give you a call to discuss this in more detail.

MFJdentists
Canine II

Re: In house Dental Membership Savings Plan

This is also something I need help with as well. Will the auto adjustments show the discount on a treatment plan?

In our office Diagnostic & Preventative services are covered/discounted 100%. Implants/Ortho are discounted 15%, and all other services are discounted 20%.

Any and all help is GREATLY appreciated. 

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Moderator
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Re: In house Dental Membership Savings Plan

Automatic Adjustment codes will not show up in treatment plans, they will only apply themselves during a checkout or when adding entry directly to ledger. They are not part of the insurance estimating within PracticeWorks.

If you want them to show in a treatment plan, you would need to use the other method of setting up your membership plan as it's own employer plan and insurance company. Once you have created them, you will need to set up insurance estimating within them to match your plan.

Implementing your membership plan this way will create insurance claims as it would for any other insurance company setup. If you choose this route, you will need to manually clear these claims every time.