EARLY ACCESS ONLY
If your location has an Eligibility Pro subscription, and the deductibles and benefits for a plan have been imported manually, you can revert the updated values from the import back to their previous values within 30 days.
For a Plan at the Carrier Level
When you are viewing a carrier’s insurance plan in Dentrix Ascend (go to Home > Carriers, and then select a plan), if required deductibles and maximum benefits have been imported within the past 30 days, you will see a purple Updates notification, which explains that you have 30 days to revert any updates. Also, the Benefits button is purple.
To view the updated values, click Benefits. The Deductibles and Benefits dialog box appears.
In the dialog box, you will notice the following:
- A purple Updates notification appears at the top.
- The box for each value that has been updated is purple and has a clipboard icon. Below that box, the previous value appears.
Do one of the following:
- To accept all the updated values, click Save.
- To revert an individual value, click the corresponding clipboard icon. In the pop-up box, the updated and previous values appear. Click the Revert link. Repeat this for any other updated value that you want to revert. Then, click Save to save the reverted values and accept all the updated values that were not reverted.
- To revert all values, click the Revert All Updates link in the upper-right corner. On the confirmation message that appears, click Yes. You are returned to the Deductibles and Benefits dialog box. To accept the reverted values, click Save.
Once you click Save, the purple notification and revert options no longer appear in the Deductibles and Benefits dialog box (at least until the next import). Also, the purple notification no longer appears on the Edit Plan page (at least until the next import; and if a review of a coverage table import is not pending).
For a Plan at the Patient Level
When you are viewing a patient’s insurance plan in Dentrix Ascend (go to Patient > Insurance Information, and then select a plan), if met deductibles and used benefits have been imported within the past 30 days, you will see a purple Benefits updates notification, which explains that you have 30 days to revert any updates. Also, the Benefits button is purple.
To view the updated values, click Benefits (or the review changes link on the purple notification). The Deductibles and Benefits dialog box appears.
In the dialog box, you will notice the following:
- A purple Updates notification appears at the top.
- The box for each value that has been updated is purple and has a clipboard icon. Below that box, the previous value appears.
Do one of the following:
- To accept all the updated values, click Save.
- To revert an individual value, click the corresponding clipboard icon. In the pop-up box, the updated and previous values appear. Click the Revert link. Repeat this for any other updated value that you want to revert. Then, click Save to save the reverted values and accept all the updated values that were not reverted.
- To revert all values, click the Revert All Updates link in the upper-right corner. On the confirmation message that appears, click Yes. You are returned to the Deductibles and Benefits dialog box. To accept the reverted values, click Save.
Once you click Save, the purple notification and revert options no longer appear (at least until the next import).