At times we will need to update a patient’s yearly maximum that has been used by another dental office. Our Dentrix system will automatically update the patient’s yearly USED maximum benefits as the insurance payments are paid in the system. However, when a patient has seen another dentist within the same year, our system does not “know” this without our help.
To update the benefits left for a patient in Dentrix:
If the patient does not have any insurance claims in our system, give the information to ______ and he/she will update the system but creating a dummy claim, updating as above and then deleting the dummy claim.