New Year New Fees
Insurance plans, fees, prices, and coverage amounts often change with a new year. These changes often require changes to the estimated charges for planned services. Rather than update each treatment plan individually for each office, a batch update can be performed to update all incomplete treatment plans for all offices at once. This batch update will re-calculate all incomplete treatment plans given the latest benefit, and fee schedule information and can take some time.
All incomplete treatment plans will be re-calculated. To do this:
- Confirm the practice's new fee schedules have been loaded and assigned as appropriate.
- Reset the benefit plans for the office or offices.
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Choose Re-Estimate All TRX Plans w/New Fees from the
Utilities menu.
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Click the Re-Estimate button in the window.
Once all plans have been re-estimated, a success confirmation message will appear in the upper left corner.