How to make insurance estimations ignore the yearly maximum

Discussion created by doctom4300 on Mar 9, 2017
Latest reply on Mar 13, 2017 by callton

How do I make a treatment plan ignore the yearly maximum? I want the patient to see how much insurance will pay on many given procedures. We include a note indicating that the each procedure estimation assumes the maximum has not been reached. This will allow the patient to decide if they want to break up the treatment over a couple benefit years.


I've tried checking the "Do not use YTD benefits in estimation" box when adding items to the treatment plan. When I do that, the information on the screen changes, but once I click ok the amounts no longer ignore the insurance maximum.