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Est Insurance Tab

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

− Remaining Insurance Benefit Amount

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.

− Estimated Insurance for Incomplete Treatment

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

− Credit balances

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

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