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htrinh
Canine II

Treatment estimate

Is there a way to fabricate custom treatment estimates for patients based on their expected insurance coverage?  I was hoping we can add all our insurance fee schedules and when fabricating a treatment estimate for a patient just make simple changes to percent coverage and have a nice printed estimate for the patient.  

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omsnashville
Premolar II

Re: Treatment estimate

The only way to do this that we know if is completely by hand. See conversations here, here, and here about this hot topic. I've been told that this functionality exists in other general dental software, but not presently in WinOMS.

Currently, our insurance coordinators verify benefits and calculate the estimate. Our receptionist prints the patient a Treatment Proposal, writes their estimate on it, and has them sign. We scan into WinOMS and return the original to the patient.

I hope this helps!