Understanding How to Reset Insurance

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Description

This quick guide outlines how to reset the insurance calculation on a treatment plan or invoice back to how it would be without any manual changes made to it.

Contents

The following sections are covered in this quick guide:

• Resetting in the Charting module
• Resetting in the Billing module

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Steps

Section 1 - Resetting Insurance in the Charting Module

1. In the Sidekick, click Charting.

   [image of Charting highlighted in the Sidekick.]

2. In the Charting module, the treatment plan includes the current insurance estimate(s).

   [image of current insurance estimates on a treatment plan.]

3. To begin the process of resetting the insurance estimate(s), right-click the applicable Treatment Plan tab, then click Reset Insurance in the drop-down list.

   Note: If no updates have been made to the insurance estimate(s), the Reset Insurance option within the drop-down list will be greyed out and cannot be selected.

   [image of Reset Insurance highlighted in the Treatment Plan tab drop-down list.]

4. In the Reset Insurance? dialog box, review the displayed message.

   [image of the Reset Insurance? dialog box.]

5. After reviewing the message, click the Yes button to reset the insurance estimate(s).

   [image of the Yes button highlighted.]

6. the insurance estimate(s) will reset to their original amount and will display in the treatment plan.

   [image of original insurance estimate(s) on the treatment plan.]

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Section 2 - Resetting Insurance in the Billing Module

1. In the Sidekick, click Billing

   [image of Billing highlighted in the Sidekick.]

2. In the Billing module, each invoice includes the current insurance estimate(s).

   [image of current insurance estimates on a invoice.]

3. To begin the process of resetting the insurance estimate(s), perform one of the following options:

   1. Right-click the applicable Invoice, then click Reset Insurance in the drop-down list.

      [image of  Reset Insurance highlighted in the invoice drop-down list.]

   2. Within the applicable invoice line item, click the More Options menu, then in the drop-down list, click Reset Insurance.

      Note: If no updates have been made to the insurance estimate(s), the Reset Insurance option within the drop-down list will be greyed out and cannot be selected.

      [image of Reset Insurance highlighted in the invoice drop-down list.]

4. In the Reset Insurance? dialog box, review the displayed message.

   [image of the Reset Insurance? dialog box.]

5. After reviewing the message, click the Yes button to reset the insurance estimate(s).

   [image of the Yes button highlighted.]

6. the insurance estimate(s) will reset to their original amount and will display in the invoice.

   [image of original insurance estimate(s) in the invoice.]

If further assistance is needed contact customer support by submitting a ticket through the support section in Curve, emailing [e-mail], or calling [phone].