We would like to track Orthodontic maximus separate from yearly maximums. This will help us have accurate ledger and estimates without creating a separate patient ortho account. Creating secondary accounts will throw off our accurate active patient count.
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We make the patient an ORTHO Account separate from the general account and we add in the Insurance a second time without a renewal date. We also annotate the group name to include ORTHO so we can distinguish between Ortho & General benefits. The Ortho Max is often a different amount on the MAX allowed. This keeps the ledgers clear. Hope this helps!
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