Check for Service Restrictions from the Add/Edit Insurance Plan Window

1. Open the Patient Overview window by clicking the Pt Overview icon on the toolbar.
2. In the Dental Insurance or Medical Insurance section of the Patient Overview, click the Primary or Secondary link.

   

   The Add/Edit Primary Dental (or Medical) Plan window displays with the patient's plan information shown.

3. Click View Ins Plan.

   

   The insurance plan details display in a popup window. The service restrictions on the plan are listed in the lower-right corner of the window.