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AleishaP
Canine II

Insurance

Our office has yet to update to the newest version of softdent. Is there a way to enter effective dates and termination dates into a patients insurance yet? I feel this would be more than helpful when a patient changes their insurance, especially if done mid year when there are outstanding or pending claims.

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3 Replies
Community Manager
Community Manager

Re: Insurance

@ayman do you know if there is? 

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Moderator
Moderator

Re: Insurance

Good morning 

The closest thing I can think of is anniversary month in insurance plan screen

 

2018_08_07_08_53_43_CS_SoftDent_Software_v16.2.4.png 

Once a month, the Insurance Plan Rollover should be run in order to reset insurance benefits for any patients depending upon their anniversary date. While most insurance benefits are going to rollover at the start of the year, some insurance companies or plans may rollover on a month other than January.

When running the plan rollover it is recommended to run the Treatment Plan Recalculation of Benefits utility as well. It is important to run this utility at the BEGINNING of the month BEFORE any transactions are posted. These two utilities generally take anywhere from 1 to 5 minutes. Larger datasets may take longer. It is generally recommended to perform this function when no users are currently entering transactions.

Performing the Insurance Plan Rollover

1. Click Insurance in the main menu bar.
2. Select Insurance Plan Rollover. The following message will appear:

"Running the Insurance 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 beneifts reset (based on the anniversary date of the plan).

Running for: (101) Office 101"

3. Click OK when the message above is displayed.
4. Once SOFTDENT Software is done performing this function, the message "Insurance Rollover is Completed" will be displayed. Click [OK].

Performing the Treatment Plan Recalculation of Benefits

1. Click Insurance in the main menu bar.
2. Select Treatment Plan Recalc of Benefits. SOFTDENT Software will prompt the user with the following message:

"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?"

3. Click No to bypass the Insurance Plan Rollover utility. The "Treatment Plan Recalculation of Benefits" utility will be performed. 
4. Choose Yes to print the Treatment Plan Recalculation log if so desired.

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mdunham
Premolar III

Re: Insurance

There is a place for Effective Dates for both Primary and Secondary Plans within the Patient Screen.  Go to Pt Screen, then Guarantor, in the right hand corner you will see entry spots for effective dates.  As of yet, there is not a definitive place for Termination dates.    We enter this as a contact note with the label insurance, the note section area will hold termination dates.  You could also create a modifier code called "note" or " Plan Terminated" etc, whichever will serve you universally and multiple users quickly.  Within the note of that modifier you could add the termination date of the plan.

 

Once a plan has terminated and does not have dates of service attached to it, SD simply gives you the option of removing the plan from the Account or Patient Screen.     I hope this helps.