ENTER A PATIENT'S INSURANCE INFORMATION

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1 In the patient's information window, click on the button. This will bring up the Patient Insurance Window for that patient.

2 In this window, click on the button.

3 Modify the insurance rates.

4 Click in the toolbar to save your changes.

FIND OUT HOW MUCH INSURANCE REMAINS IN A TREATMENT PLAN

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To display the amount of insurance a patient has remaining to pay a treatment plan with, click on the rightmost button in the toolbar of the Active Treatment Plans window.

This opens the Unused Insurance Benefit Analysis window.

In this window, each patient with an active treatment plan is listed, along with the amount of insurance coverage they have left and the amount remaining in their treatment plan.

FIND OUT HOW MANY PATIENTS HAVE MORE THAN X DOLLARS LEFT IN A TREATMENT PLAN

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1 In the Unused Insurance Benefit Analysis window, enter the minimum amount that an entry must have to be displayed into the Min. Tx. Plan field.

2 Click Build List in the toolbar.

FIND OUT HOW MANY PATIENTS HAVE MORE THAN X DOLLARS OF INSURANCE LEFT

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1 In the Unused Insurance Benefit Analysis window, enter the minimum amount that an entry must have to be displayed into the Min. Insurance field.

2 Click Build List in the toolbar.