Est Insurance Tab

Est. Insurance has three settings. These settings apply to estimated insurance.

If checked, the patient’s remaining insurance benefit amount will be reduced as soon as treatment is completed. If unchecked, the amount will not reduce until an insurance payment is entered.

With this unchecked, incomplete treatment will calculate based on the total amount of remaining annual coverage.

If a patient has insurance pending, and this option is checked off, their receipts and/or statements will not include credit balances (if present).