Re-Estimate Fees in the Treatment Plan Module

To re-estimate fees in the Treatment Plan module:

  1. In the Treatment Plan module, click Re-Estimate.
  2. In the Re-Estimate window, enter the details for the transaction plan that needs to be re-estimated.
    Note: This field is required.
  3. Type the Tx Plan ID to be re-estimated.
  4. If desired, enter the Phase ID.
  5. Select Use New Fees to re-estimate the cost based on an updated fee schedule.
  6. Select Use New Billing Order to re-estimate the cost based on a change to the billing order (Medical to Dental, etc.)
  7. Click Re-Estimate.
  8. Click OK on the confirmation dialog window
    The fees will be re-calculated based on the selections made. A message in the upper left corner will indicate the fees were re-calculated.