Adjustments to Insurance Benefits

Adjustments to Insurance Benefits is used when a patient uses benefits outside of your office.

In an Insurance Plan, in the upper right, click Add.

This adjusts the benefits used to reflect estimates properly in the Treatment Plan. Once the patient's benefit year is up, the amount entered will no longer affect estimates. It will remain listed in the insurance plan for future reference.


Enter the adjustment information:

Click OK to save.

Added insurance adjustments display in the upper right of the insurance plan.

Note: The insurance used will total all insurance adjustments added within the benefit year. For example, if a patient uses benefits outside the office on two separate occasions within their benefit year, you can add two separate entries in the insurance adjustments.