Other Benefits

Other Benefits are additional benefits or overrides added to insurance plans.

For a detailed explanation of options on the Edit Benefit window, see Edit Benefits - Row View.

Other Benefits are useful when setting up an incentive plan, or when overriding typical insurance percentages or amounts. Only specific scenarios below are known to work. Combinations not listed will display in the benefits section for informational purposes only.

In the Simplified View, Other Benefits are listed as rows in the Edit Benefits window. Click Add to create a new benefit, or double-click a row to edit an existing benefit.

Override a procedure or category benefit percentage for a specific patient but not everyone on the plan (e.g. incentive plans)

This may be necessary when you have an incentive plan and each family member is at a different percentage.

Cover a procedure at a different percentage

For example, nitrous oxide is covered at 50%, even though other procedures in that Insurance Category are not covered (0%).

Some work does not apply toward regular annual max

This may be necessary when you need to add a benefit that does not apply to the annual max. For each category you want to exclude from the annual max, create a new benefit.


Each family member has a different annual maximum

For each family member, add an Other Benefit using the settings below.

Note: Remove the Annual Maximum values entered in the Edit Benefits window first. Otherwise, these annual maximum Other Benefits will not be applied.

No max for a category (e.g. preventive).

You can also set the time period as service year if appropriate. Test in the treatment plan module (e.g. add a $10000 preventive procedure and a $200 filling to make sure it behaves as expected.)

Set an age limitation

The age limit is through the designated age. For example, entering 16 will cover the patient until their 17th birthday.

Note: Fluoride, Sealants, and Ortho age limitations can be set from the Edit Benefits window.

There is a waiting period on a specific code

Waiting periods can be set by category from the Edit Benefits window. Individual codes can be done using the setup below. An effective date is required to be entered in the Insurance plan for the calculations to work.

You have different categories

Usually this means you are in a country other than the U.S. or Canada, and thus using Row View instead of Simplified View. Enter the insurance categories in Definitions and Insurance Categories. Then assign benefit amounts. For a Canadian Time Unit benefit example, see Canada Procedure Code Time Units.