Insurance benefits usually renew each year, and resetting a policy saves you from re-entering it. Resetting moves the policy dates forward one year and restores remaining coverage, deductible, and treatments to their maximums. You can reset a policy manually, or have ChiroUp reset active policies automatically when they renew.
⚡️ What happens when you reset a policy?
Resetting an insurance policy updates these fields:
- Policy Start Date and Policy End Date move forward one year. For example, 01/01/2026 – 12/31/2026 becomes 01/01/2027 – 12/31/2027.
- Remaining Coverage resets to the Policy Max.
- Remaining Deductible resets to the Annual Deductible.
- Remaining Number of Treatments resets to the Max Number of Treatments for each discipline on the policy.
All other policy details stay the same.
⚡️ Here's how to manually reset a policy:
Open the patient's insurance policy and click the Reset button.
Confirm Reset.
⚡️ Here's how to set up automatic policy resets:
Go to Clinic Settings > Billing > Global.
Under the Claims header, check Auto-reset Insurance Benefits.
Don't forget to click Save!
When Auto-reset Insurance Benefits is turned on, ChiroUp automatically resets each active policy the day after its Policy End Date.
⚡️ View Reset History:
The Activity Log at the bottom of each policy shows every reset, including who made it and what changed. Automatic resets list System as the user.
