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pksaari79
Premolar III

ICM Designations

We have 2 patients with 2 different insurances.  One is an ICM 0 and the other is an ICM 2.  How do we set it in Softdent so that one patient will pay us the portion out of pocket at checkout and the other will pay full amount at the time of visit.  We have tried setting each account to the correct ICM but it will change the other one to that same ICM.  We made it so benefits go to patient and that doesn't work.  We are not contracted and we do have this for a couple other patients.  So what to do??  Thanks!!

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4 Replies
bert
Premolar II

Re: ICM Designations

Hi Kay,

Move the patients to their own accounts and then they can have an appropriate ICM for each account is an option and they will also get their own statements.

Bert

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pksaari79
Premolar III

Re: ICM Designations

I get that reasoning, but is that the ONLY option?  It would seem there has to be a way that each insurance company can have its own ICM and just wondered what we may be missing in order to do that......

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CS Dental Employee
CS Dental Employee

Re: ICM Designations

Hello 

This is a simple fix.  You can turn off the Insurance estimation for that account with a user code X

Wendy

pksaari79
Premolar III

Re: ICM Designations

The fix needs to be at the patient level.  Otherwise, it changes both patients in the account like when you make one ICM 0 or ICM 2.  I just tried it and it works!!  Mark the patient user as X....you can still file the insurance AND collect full amount.  GREAT and EASY FIX.  Thanks, Wendy -