Other Benefits

Other Benefits are additional benefits or overrides added to insurance plans.

In the Edit Benefits window, at the bottom, is the Other Benefits grid.

For a detailed explanation of options on the Edit Benefit window, see Edit Benefits - Row View. Other Benefits are useful when setting up an incentive plan, or when overriding typical insurance percentages or amounts. Only specific scenarios listed below are known to work. Combinations not listed will display in the benefits section for informational purposes only.

Click Add, or double-click an existing benefit to edit.

1. Override a procedure or category benefit percentage for a specific patient but not everyone on the plan (e.g. incentive plans)

This may be necessary when there is an incentive plan and each family member is at a different percentage.

2. Cover a procedure at a different percentage

For example, insurance covers nitrous oxide at 80%, even though other procedures in that Insurance Category are not covered (0%).

3. Some work does not apply toward regular annual max

For each category that is excluded from the annual max, create a new benefit.


4. Each family member has a different annual maximum

For each family member, add an Other Benefit using the settings below.

Note: Remove the Annual Maximum values entered in the Edit Benefits window first. Otherwise, these annual maximum Other Benefits will not be applied.

5. No max for a category (e.g., preventive).

The time period can also be set as ServiceYear if appropriate. Test in the Treatment Plan Module (e.g., add a $10000 preventive procedure and a $200 filling to make sure it behaves as expected.)

6. Set an age limitation

The age limit is through the designated age. For example, entering 16 will cover the patient until their 17th birthday.

Note: Age limits can be set for Code Groups and Ortho from the Edit Benefits window.

7. There is a waiting period on a specific code

Waiting periods can be set by code from the Edit Benefits window. Individual codes can be done using the setup below. An effective date is required to be entered in the Insurance plan for the calculations to work.

8. Certain Codes or Categories have Exclusions

Some states or municipalities allow uncovered procedures to be charged at the full UCR fee with no writeoffs. Create an Other Benefit to define which procedures or categories are subject to this Exclusion.

Define how Exclusions are billed in Preferences, or in the Insurance Plan, Other Ins Info tab.

9. Lifetime Max for Code or Category

For plans that have a lifetime maximum for certain codes or categories, create an Other Benefit to define the applicable code or category, and the amount.

10. Deductible max for category or procedure

For categories or procedures that have a deductible that differs from the general annual deductible create an Other Benefit to define this amount.

Note: Deductibles for Diagnostic, X-Ray, and Routine Preventive can be set from the Edit Benefits window. See Deductibles for more information. Deductibles entered as an Other Benefit will still apply towards the general deductible.

11. If using different categories

Usually this means the practice is in a country other than the U.S. or Canada, and using Row View instead of Simplified View. Enter the insurance categories in Definitions and Insurance Categories. Then assign benefit amounts. For a Canadian Time Unit benefit example, see Canada Procedure Code Time Units.