It’s nearing the end of the year, and we wish to ensure our patients have maximized their yearly dental insurance benefits. How can we generate a report to know which patients have benefits remaining for the year?

There are two reports to consider, depending on the information you seek.

When the patient has a Treatment Plan, and has unused annual dental insurance benefits –

·   Click the word “Reports” and choose the “Insurance Reports” option from the drop-down box

·   Click the “Benefits Used/Unused and choose "Treatment Plan” report

·   Input the desired report criteria

·   Click the button to generate the report to the Adobe Acrobat Reader window

When the patient has a Recall Due, and has unused annual dental insurance benefits –

·   Click the word “Reports” and choose the “Insurance Reports” option from the drop-down box

·   Click the “Benefits Used/Unused - Recall” report

·   Input the desired report criteria

·   Click the button to generate the report to the Adobe Acrobat Reader window

NOTE: In the Report Criteria, the “Anniversary Date Range” is for the plan’s Anniversary Date. That is, when the next period for when a plan’s benefits rollover or renew.