saved treatment plans and insurance estimates

[alkhaef]

Hi.

Lately I've been running into a side-effect of how "Save TP" works quite often.

Namely, when one saves a TP, what happens is that all the dollar amounts get copied over verbatim to the saved TP rather than being recalculated based on the subset of treatments on the saved TP. The issue I run into with this is that when a patient goes over their annual maximum on a procedure based on the Default TP, a smaller TP where the patient shouldn't go over their annual limit still shows that particular procedure as going over.

The only workarounds I've been able to do for this have been pretty painful and error-prone - either the numbers have to be manually updated for each procedure on each saved TP, or we have to do the following:
A) note current priorities for all procedures
B) shuffle Default TP priorities just for saving current TP properly (push non-current-TP-treatments to very low priority)
C) save TP
D) restore Default TP based on A
E) repeat B-D for other treatment options

Can we have saved TP's recalculate estimates upon creation? I can't think of any negative side-effects.

Thanks and best regards

[jordansparks]

Right. Annual max is the main problem with the way the current alternate TPs work.