There are several reasons why insurance fees may not be calculating to the insurance side.
Check the following items to confirm:
From Patient Overview Screen:
- edit Patient Info to confirm Assign Benefits to Patient is NOT checked
- click on Primary to confirm remaining individual deductible is 0
- click on Primary to confirm remaining individual maximum is more than 0
- click on Primary to confirm remaining family maximum is more than 0
- click on View Ins to confirm plan deductible is correct
- click on View Ins to confirm plan Individual maximum is more than 0
- click on View Ins to confirm plan family maximum is 99999
- click on View Ins to confirm plan coverage percentages are correct
- click Primary and View Ins plan to confirm no termination date
Perhaps the insurance plan wasn't attached to the patient at the time the services were posted. This would cause the fees to bill directly to the patient without an estimate insurance portion.
To confirm the plan was attached at time service was rendered:
- click on Ledger or Treatment plan
- confirm the column titled BILL has a D in it
If this is correct, then perhaps the plan or the fee schedule is setup incorrectly.