How do I make a treatment plan ignore the yearly maximum? I want the patient to see how much insurance will pay on many given procedures. We include a note indicating that the each procedure estimation assumes the maximum has not been reached. This will allow the patient to decide if they want to break up the treatment over a couple benefit years.
I've tried checking the "Do not use YTD benefits in estimation" box when adding items to the treatment plan. When I do that, the information on the screen changes, but once I click ok the amounts no longer ignore the insurance maximum.
I just realized that while I can't get the screen to do what I want to do, it seems the printouts show what I want. That's what the patients see, so that works.
That's the same box that I mention in my original post.
That box will make the estimate ignore the yearly max while still in that screen, but once I click ok and get back to the main treatment plan screen, the estimate once again includes the yearly max. In fact, if I click on that line again to edit it, the box will no longer be checked.