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Checking Policy Reset Dates

This article is prepared with 2022 dates. When checking policy reset dates make sure to change the year you are preparing for.

Example: If it is 2023 and you are checking for correct reset dates in 2024, ensure the reset date entered is 2024.

Description

Checking policy limit start dates can be done at the end of the year to ensure all existing policies are set up correctly. This article will walk you through how to check your policy limit start dates and clean up any incorrect dates you may have in your Power Practice.

Check the Limit Type column and look for 24 Months. If any are listed, add in Group 13139 in the search criteria and do a separate search.  Their reset dates should be changed to 12/31/2022 so that they reset December 2022 (they start over on the even year, you may need to adjust according to the current date).

Note: only group policy # 13139 should have a 24 Month reset date

Step-by-Step

  1. In the Patient File Screen click on the Patient Reports Icon to open the Patient Report List
  1. Select Patient Insurance Limits and click OK

Suggested criteria to enter:

  1. Default Dr is *
  2. Pat Status = A for active patients only
  3. Covered Checked
  4. Reset Dates to run for one Month at a Time (01/01/2022-01/31/2022),
  5. Click Generate.

The smaller date ranges will make the process easier.

Policies With a 2 Year Limit Reset

Check the Limit Type column and look for 24 Months. If any are listed, add in Group 13139 in the search criteria and do a separate search.  Their reset dates should be changed to 12/31/2022 so that they reset December 2022 (they start over on the even year, you may need to adjust according to the current date).

Note: only group policy # 13139 should have a 24 Month reset date

  1. Use the CTRL key to select each line with 24 Month in the Limit Type then Right click and select Change Limit Start Date
  2. Enter the correct date and do not check the Update Limits and Deductibles

Policies With a Year End Other Than 12

After December Month End is run, you may need to fix the policies that does not have 12 in the Year End column.

  1. Select the policies that have Year End other than 12 with the CTRL key to make them all blue
  2. Right click on the blue highlight and select Change Limit Start Date.

 

  1. Leave the Start Date blank
  2. Do not check the Update Limits and Deductibles. This will change the start date to blank and the policies will be ready to update the limits according to the Year End Month assigned in the policy.

Once completed click Generate again to refresh the list.

Policies with a Year End 12

Verify all remaining policies in the list with a reset date also has Year End month 12 and Limit Type 12 months.

Click on the top line, hold the SHIFT key down and click on the last line.  This will make all lines blue.  Right Click and select Change Limit Start Date

  1. Leave the Start Date blank
  2. Check the Update Limits and Deductibles.

This will change the start date to blank ready for next year as well as reset the policy limits and deductibles for the year.

REPEAT these steps for date range 2/1/2022 to 11/30/2022 in one month intervals.  Assume 12/2022 is Correct.

You can also check for the past dates that may not have updated. Choose Reset Date Start of blank to 11/30/2021.

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