View Benefit Plan screen – page 1 | page 2 | page 3 , View Video, 2 min. 15 sec.

Benefit Plan Entry Screen - page 2
Page 2 of the Benefit Plan Entry screen contains items that pertain to insurance benefits.  These items are specifically used by the program when in the Automatic Benefit Calculation mode.  Even if you do not use automatic benefits, these fields can be utilized for your own reference.  This information is usually obtained from the patient's benefit booklet provided by the carrier or employer.

Maximum
Enter the patient's maximum benefit.  You will further indicate if the maximum pertains to a single patient or an entire family.

Deductible
Enter the patient's deductible.  Again you are asked to indicate if the deductible pertains to a single patient or an entire family.

Plan Year
The Plan Year is the month that benefits renew.  At the beginning of each new plan year the patient has available his or her full maximum and deductible.  During the year as treatment progresses, the deductible is eliminated and the available maximum begins to dwindle.  When the "Plan Year month" rolls around again, the maximum and deductible are restored to their original plan values and the process begins again.  The choices available for this type of Plan Year are the months of the year from January through December. Some insurance plans don't renew each year.  The beneficiary simply is given one large lump sum of available benefits.  When these benefits are gone there is no renewal.  If this is the case select the "Lifetime" choice from the Plan Year combo box.  It is the last item after December.

Check out the Benefits Remaining Report found on the Insurance Reports menu. This report will give the amount of remaining benefits for insurance patients selected for Automatic Benefit Calculation whose treatment is marked as Not Complete. The Plan Year is also displayed indicating the months these benefits renew.  This is useful for getting patients in before their benefits run out.

Preventive Waived
Some insurances do not consider the deductible when the posted procedure is categorized as "preventive."  In your procedure file you have to ability to designate procedures as preventive, basic, or major.  If the insurance waives the deductible for preventive procedures, indicate that here by clicking on Yes.