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For more information on scheduling this report/task to run automatically in G6.5 and higher, see article 86271.
To reset insurance benefits for all patients – or patients attached to a particular plan, use one of the following 3 methods: (When resetting insurance benefits, the Deductible Met will also be reset.) All computers must be out of Dentrix to perform these functions on G6.4 and previous versions.
- If running the Month End, Reset Insurance Benefits in the Task Scheduler or Month End Wizard Setup
Reports And Tasks Scheduler - Feature Information
- In the Ledger | Month End | Month End Update have Reset Insurance box checked
- In the Office Manager | Maintenance | Reference | Purge Dental Insurance Used
- Select to purge by Renewal Month OR
- Select to purge by Selected Insurance Plan
To reset the insurance for one patient, go to that patient’s Ledger. Open the most recent claim, and then double-click on the Patient / Insurance Information portion of the claim (top box.) Zero out the Benefits Applied and Deductible Met, then click OK.
ADDITIONAL INFORMATION:
Benefits can be reset manually from the Office Manager by choosing Maintenance | Reference | Purge Dental Ins Benefits Used. When benefits are reset, no matter which month is reset, the benefits used and deductible will be reset to zero. They do not calculate what has been used since the current month. To recalculate the benefits correctly, run Recalculate Ins Deductibles/Benefits from the DENTRIX Maintenance Utility.
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