The fees associated with a planned procedure are determined based on the patient's current
insurance, the assigned fee schedule, and the established hierarchy among other factors. When
information changes about the patient, the insurance, the treatment plan, or the fee schedule,
it may be necessary to re-estimate the fees for a procedure or procedures.
By default, treatment plan item fees will be re-calculated when the service is posted based
on a setting in the Edit Treatment Plan window. To display this window,
click the hyperlinked date for the desired planned item. If the check box beside
Re-Estimate at Posting is selected, the fees will be re-estimated
based on the most recent insurance benefit and fee schedule information.
If the patient had a different insurance plan, or no plan at all, when the treatment was
originally planned, it is best to re-estimate the fees for all planned treatments. Fees can be
re-estimated either from the Tooth Chart module or the
Treatment Plan module.
