Add a new option in SoftDent to re-calculate the "Insurance Benefits Used".

[DB]

Sometimes the patient benefits used might be incorrect in the Guarantors window, it is requested to add a new option that re-calculates the insurance benefits used based on the current open claims and insurance payments, similar to Treatment plan recalculation of benefits.

[tsalcido]

As a matter of fact the benefits on the Guarantors window are only as good as keeping up with resetting benefits or tracking completed treatment that would reduce the benefits. 

At the start of the year or quarterly, one would run the Insurance plan rollover and treatment plan recalculator of benefits. If you do not run these utilities your benefits will be off for current paitents. New patients always start a zero used benefits.

Simply go to Insurance> 

That being said make sure your insurance plan is showing the correct anniversary month.