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Used to Date Benefits Calculation

Used to Date Benefits Calculation

We would like to make a suggestion about the benefits calculations.  We frequently manually change the “used-to-date” when patients see other providers outside our office.  When we later run a “reset benefit” followed by a “benefit recalculation” the system only calculates what we have been paid directly by their insurance company, and not the amount we manually entered.  Is there any way to add a field or other method to include the amounts paid to other providers so we don’t cover up our efforts to keep a true tally of their used-to-date?  

Premolar III

That is an EXCELLENT suggestion!!!

Premolar III

I agree. This has been a complaint of ours over the years.  Practice Works should be able to recognize when something was manually changed and leave it alone.