Here is one way that information can be acquired:
Find the patient you would like to review
Click the patient once to highlight the patient
On the Keyboard, press the "G" key
David McCrory| Technical Support Analyst
Office: 866.435.7473 Fax: 678.247.0267
Carestream Dental LLC
You can also use the phone center.
Select the yellow telephone on the main toolbar- you will see a list of patients
Single click on the patient you want (after you search for them)
At the bottom there will be a window with several buttons
Select "Insurance Info" button
You will have all insurance information- deductibles remaining, maximum, remaining benefits, etc for both dental and medical (if entered and using) and for all guarantors.
However, David's tip does the same thing and takes you to the same window. It just depends on where you want to work from- phone center or patient list.