Does anyone have an issue with people that have a yearly max. and then a rollover? To my knowledge, there is not way to keep track of that. You would manually have to call on every patient under a particular plan to verify. HELP
I don't think I am answering your question but I wanted to point out how the intital plan is set up.
When the plan is first created is when the anniversary is ideally selected. The default is January.
So quarterly or yearly you should go to Insurance> Insurance plan rollover. I also suggest running the treatment plan recalulation of benefits after ( in the same list).
If you are unsure the anniversary month the rollover utility can be ran monthly.
Yes I see that, but say there are two people on the same plan with a base max of 1000.00. and one of them has an extra rollover amount of 1000 to use once the max for the year is met. How could you keep track of that???? You would have to check each patient on that plan manually at the beginning of each year?
On specific plans like this , you may want to utilize a team talk for the insurance PLAN or on the patients on the PLAN, or if more individualized plan option is the issue, perhaps just place on the patient. As a whole, we do not track "extra benefits" such as accumulation rollover plan options as the plan rules for usage are determined by employer negotiations. Therefore, we only qoute tx plans based on the regular maximum, and if there is an extra benefit provided to the member/patient we provide a refund.
Alternatively, you could create a patient-user code that would indicate a plan accumulation rollover. This would also allow you to see these individuals on many types of reports which may be helpful to you, such as treatment plan reports. OR both, a team talk and user code. I encourage you to review the Acct and Pt user code guide provided by SD so that you do not create errors, ie more work for you already precious time schedule. We are busy worker bees in the dental world.