Do insurance benefits automatically update?

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6 comments

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    Matthew Deem

    We are currently working on this issue and will update this forum when it is fixed

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    Ashley Bridges Taylor

    How can I change the year from Calendar Year to Benefit Year?  My patient's insurance policy renews on May 1st, is there a way to change that renewal date?

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    James Moser

    @Ashley- it will renew on the first day of the month selected.  You can change the month but the day of the month is not something that can be modified.

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    Saul Groene

    Has this issue been resolved yet?

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    OmniDentist

    Has this been resolved for the used insurance benefits to be calculated on the treatment plan?

    Also, having the benefits used and remaining shown on the router would be really great if it were updated based on the amount of insurance benefits posted to the ledger in payments

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    Matthew Deem (Edited )

    If the patient does not have an outstanding claims, the benefits used will show correctly on the Treatment Plan View.  Now if the patient does have an outstanding claim, it does not factor in the benefits used for that claim as the insurance payment has not been entered.  So before presenting a treatment plan, you will want to see if the patient has outstanding claims.

    With the request for adding the benefits used and remaining listed on the routing slip, if you would like to submit a feature request you can enter it on User Voice. User voice can be accessed from inside of Ascend. Just click on the "?" at the top right hand side of the screen and choose Request a Feature. This will take you to User Voice and automatically sign you in. As you type in your request it will do a search for existing requests automatically. If the request exists you can vote on it. The more votes that a request receives, the higher the priority of that request for scheduling. If your request is not found, you can go ahead and add your new request. 

    Thank you,

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