Managing Your Practice > Updating Insurance Plan Information
Insurance companies reset their benefits at various times of the year. Although most carriers reset benefits on January 1st, there are some employer/plans (such as plans set up for school teachers) that wait until the Summer months. The renewal date for a plan is displayed in the Benefit Table window for each Employer/Plan.
Before performing this procedure, ensure that you have a recent backup of your data.
Before running the Benefits Recalculation utility, ensure that you are running version 7.0.10 or newer of PracticeWorks. If you have questions about this procedure, contact a PracticeWorks technical support representative before proceeding.
Importing and Exporting Benefit Tables
Using the Blue Book Entries Feature
Displaying the Insurance Company List
Estimating Secondary Insurance