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Office Preferences
Preferences for treatment plans can be set at the office level. These preferences establish consistent rules for managing treatment plans, groups and other options. One of the office setup options on the Preferences tab (or Step 9 of a new office) allows the office to ignore maximum and deductible information when providing treatment plan estimates in treatment plan proposals.
Place a checkmark beside this option to ignore any current estimations of maximum benefits and deductibles that have been previously planned when determining the fee estimation of new planned items.
Office SetUp
Another office setup option on the SetUp tab allows the office to permit or prohibit reestimating treatment plan fees. Please note that this field appears only when an existing office is being changed, and is not visible when an office is established.
Select the checkbox to allow users to reestimate fees for entire treatment plan groups. When the checkbox is selected, an additional option for Treatment Plan Group will appear in the Re-Estimate Fees window when reestimating fees.
If the users cannot reestimate fees for treatment plans and the checkbox is not selected, fees cannot be reestimated by group and the Treatment Plan Group field will not appear.
