Updating treatment plans when Bluebooks are updated

[bwhite]

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?

[tshaw]

@leeann can you help with this? 

[leeann]

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

[bwhite]

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?

[leeann]

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

[bwhite]

Yes, I have updated the bluebook. Other ideas?

[mdunham]

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