Released 10/22/25
For a procedure, when you set the Automatically calculate insurance estimates switch to Off, a warning icon and a message appear to inform you that the benefit maximums and required deductibles from the patient’s insurance plan are not used to calculate estimates for this procedure. This is existing functionality.
With this switch off for the procedure, if you view the Deductibles and Benefits dialog box for the patient’s insurance plan (Patient > Insurance Information, select the plan, and then click Benefits), there is now a warning message. The message states that one or more procedures have the Automatically calculate insurance estimates switch set to Off, so some benefit maximums and required deductibles may not be used to calculate estimates.
Also, when you are entering an insurance payment for a claim with this procedure, there is now a warning icon and message that appears next to the procedure’s description. The message states that the Automatically calculate insurance estimates switch set to Off, so the used benefit maximums and met deductibles are not updated.
