In the Treatment Planner, Dentrix Ascend calculates insurance portions, write-off adjustments, and patient portions automatically. The explanation that follows covers estimates for primary and secondary plans. The same rules and calculations that apply to secondary plans apply to plans for other coverage orders (tertiary, quaternary, and so forth); however, the calculations are not performed automatically.
Currently, the only types of commercial insurance plans that Dentrix Ascend supports are PPO (Preferred Provider Organization) and indemnity.
Note: The exceptions in coverage tables are used by Dentrix Ascend to automatically calculate insurance estimates. If a patient has dual coverage, the exceptions of the primary insurance coverage are used. Also, a treatment-planned procedure with an exception will have a warning icon next to it on the treatment plan case preview page. You can click a warning icon to view the details of the exception for the corresponding procedure.
For a detailed explanation of how the automatic calculations are made, see the topic about understanding how insurance estimates are calculated in the Ledger.