Each year beginning around the end of September our Customer Support department receives many calls about how to create a list of “active patients” to receive a holiday greeting.
Insurance - How to Create a List of Patients with Remaining Benefits
If your office uses treatment plans to record pending treatment for your patients, you can create a list of patients who have pending treatment and who also have insurance benefits remaining for this year.
Treatment plans are a place to store and organize pending treatments for a
patient. Transactions on a treatment plan can be attached to an appointment,
organized into phases or alternative plans, printed for the patient, and submitted
to insurance on pre-authorization forms.
