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CS Dental Employee
CS Dental Employee

SoftDent - Tip - Insurance Plan Rollover and Treatment Plan Recalculation of Benefits

The Insurance Plan Rollover, will Reset insurance benefits for each patient with an insurance plan anniversary date of January, Run the rollover prior to posting transactions or submitting insurance for the month of January, although January is the most popular, the rollover should be ran at the start of each month before any transactions are posted.

  1. Instruct all users to go to the main menu in SoftDent
  2. Click Insurance
  3. Click Insurance Plan Rollover

Insurance Rollover (pop up)

Running the insurance plan rollover utility will scan through all of the accounts in your database to determine if any of the guarantor’s insurance plans are due to have their benefits reset (based on the anniversary data of the plan (Click OK)

Insurance Rollover is Completed (Pop up) Click OK

Next: Run the treatment plan Recalculation of Benefits

  1. Instruct all users to go to the main menu in SoftDent
  2. Click Insurance
  3. Click Treat Plan Recalc of benefits

POP UP:

Before recalculating the treatment plans it is a good idea to run the insurance plan rollover utility so that the insurance benefits for all your patients can be reset if their plan’s anniversary has passed.

Do you want to run the insurance plan rollover utility before continuing with the treatment plan recalculation?   CLICK NO (because you just ran the rollover)

 

 

 

 

 

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CS Dental Employee
CS Dental Employee

Re: SoftDent - Tip - Insurance Plan Rollover and Treatment Plan Recalculation of Benefits

Great tip!!!  Remember to do this before you start posting on Jan 2nd! 

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