To update a patient's remaining Deductible or Remaining Maximum, from the Patient Overview screen, click the appropriate insurance plan (Primary or Secondary) to access the Add/Edit Dental Plan screen.
Change the “XXX Rem.” fields to reflect the correct insurance coverage remaining amounts. The “XXX Ded.” and “XXX Max.” fields are grayed and cannot be changed from the individual patient screen. Values in the “Family Rem.” fields will be updated in all family members of the account upon Save.
Click the Save button, and confirm the change.
Secondary insurance benefits can be changed in the same manner.