If the automatic insurance estimate overrides feature is enabled, and if your user account has the "Unlock Insurance Overrides" security right enabled, you can modify the insurance estimate overrides that are associated with a completed procedure.
To edit locked insurance estimate overrides
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
Open a patient's Ledger page.
Select a procedure.
The Edit Procedure dialog box appears.
Next to Insurance Estimate Overrides, click (or tap) the Unlock icon.
In the Authorized user and Password boxes, type your credentials if you have security rights to unlock insurance estimate overrides, or have the person who has sufficient security rights type his or her credentials.
Click (or tap) Unlock.
The override options become available for editing.
Do any of the following:
To add a Primary or Secondary estimate, select the applicable check box, and then enter the correct amount in the corresponding box.
To change a Primary or Secondary estimate, enter the correct amount in the applicable box.
To remove a Primary or Secondary estimate, clear the applicable check box.
To recalculate the estimates, using the latest coverage information from the patient's record, and insert those amounts in the Primary or Secondary boxes, click (or tap) the Refresh button .
Note: The sum of both estimates cannot exceed the amount being charged for the procedure.
Click (or tap) Save.