Sometimes, you know something is wrong with an insurance estimate when you are viewing a treatment plan. You are familiar with the insurance carrier, yet the numbers just do not seem to be right. Applying these troubleshooting techniques will help you quickly solve common treatment plan estimate errors so you can present your treatment plans with confidence.
Watch this video to learn how to troubleshoot insurance estimate errors. (Duration: 4:24)
Additional Information
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As an alternative to changing the coverage table, you can clicktap on the procedure and check the insurance override to change the coverage amount. However, this will only change it this one time. It will not make that the standard for any future calculations.
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Your user role must have the Edit Insurance Plans user role permission set to edit coverage tables.
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To learn more about editing insurance plans, read Updating insurance plan information in the knowledge base.
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To learn how to create a coverage table template, watch Creating a Percentage-based Insurance Coverage Table Template in the Beyond the Essentials.
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