After a recent update, the tx planner is no longer accounting for estimated insurance portions that are outstanding. For example, John comes in for a cleaning/exam/x-rays on Monday. Immediately following his appointment, we batch and send his claim electronically. Computer/we are estimating insurance to pay $150 towards his cleaning appt. Doctor also tx plans 3 crowns that are needed. After the update, the tx planner is no longer recognizing that the patient will only have $850 ($1000 annual max minus $150 that policy will pay towards completed filling $1000-$150=$850). Tx planner says insurance will pay $1000 towards crowns. This is not accurate. Please fix!
Elise Lee
