In SoftDent, is there a quick way to check the $ amount of insurance benefits used for the year for a patient?

[bausdental]

On the router, you are able to see the yearly maximum insurance benefits both used and unused, is this information accessible somewhere else?

[dmccrory]

Hello,

Here is one way that information can be acquired:

Click "List"

Click "Patient"

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

David.McCrory@carestream.com

Office: 866.435.7473 Fax: 678.247.0267

www.carestreamdental.com/GlobalSummit

www.carestreamdental.com

Carestream Dental LLC

[shanab]

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.