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Premolar II

Updating treatment plans when Bluebooks are updated

We are starting to use more bluebooks and I need to know how to update treatment plans for those with a particular insurance.  I have updated the bluebook but the treatment plans are not reflecting those changes.  If I update bluebook fees under Fee Maintenance, will this only update patients attached to a particular bluebook?

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Community Manager
Community Manager

Re: Updating treatment plans when Bluebooks are updated

@leeann can you help with this? 

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CS Dental Employee
CS Dental Employee

Re: Updating treatment plans when Bluebooks are updated

Once you update the bluebook  and go back into the treatment plan you can select Re-estimate Insurance and SoftDent will update each item.

Premolar II

Re: Updating treatment plans when Bluebooks are updated

I have tried this but it doesn't change the prices.  We have a group of patients that have a new insurance plan.  I have added the bluebook for this new plan.  The ones that are not changing are the ones treatment planned under the old plan.  Is this the problem?

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CS Dental Employee
CS Dental Employee

Re: Updating treatment plans when Bluebooks are updated

I tested your theory and it is not the issue.  Did you update the bluebook in the new insurance plan?

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Premolar II

Re: Updating treatment plans when Bluebooks are updated

Yes, I have updated the bluebook. Other ideas?
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First Molar I

Re: Updating treatment plans when Bluebooks are updated

There is a  "Glitch" in SD TX plans at times.   Sometimes you must reenter the code, and the estimation will then appear correct.