The "Expected from Dental Insurance" should not retro-estimate/retro-calculate for a secondary insurance ( or really any insurance) that was not in effect for the DOS.
Case in point: A patient of record since 1999 presents a secondary insurance for the first time. The 2ndry ins is effective on 1/1/2025.
Seems easy enough. Right? Nope. When you add the 2ndry ins to the patient's chart, the ledger now shows a $20,000 credit for the pt because it is expected from the 2ndry ins even though the ins was not in effect.
The only way to correct the patient's ledger is to create a FALSE 2ndry claim for every single primary claim & enter a $0 payment. ..... AND this is just on the one patient.
Now consider the rest of the family. Yep, that's right. you have to go through 25 years of claims for every single person associated with this 2ndry ins. ..... Again, that is only for 1 patient.
Several patients every year will present a 2ndry ins card.
PLEASE! I am begging you! HELP!
(ps - I hope you found this read somewhat enjoyable...but I really am crying over this) :-)
Cherie LaMoreux
THE LEDGER NEEDS TO RECOGNIZE THE EFFECTIVE DATE OF THE SECONDARY INSURANCE.
Case in point: A patient of record since 1999 presents a secondary insurance for the first time. The 2ndry ins is effective on 1/1/2025.
Seems easy enough. Right? Nope. When you add the 2ndry ins to the patient's chart, the ledger now shows a $20,000 credit for the pt because it is expected from the 2ndry ins even though the ins was not in effect.
The only way to correct the patient's ledger is to create a FALSE 2ndry claim for every single primary claim & enter a $0 payment. ..... AND this is just on the one patient.
Now consider the rest of the family. Yep, that's right. you have to go through 25 years of claims for every single person associated with this 2ndry ins. ..... Again, that is only for 1 patient.
Several patients every year will present a 2ndry ins card.
PLEASE! I am begging you! HELP!
(ps - I hope you found this read somewhat enjoyable...but I really am crying over this) :-)