Dentrix Ideas

ORTHO, Entering Separate Maximum For Orthodontic Work

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.

  • Guest
  • May 17 2023
  • Needs review
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  • Guest commented
    17 May, 2023 09:04pm

    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!