Default Insurance Plan Coverage Categories

The Default Insurance Plan Coverage Categories tool allows the basic insurance coverage categories to be expanded into a more detailed breakdown. For example, if an insurance company provides different coverage levels for orthodontic maintenance compared with placement, an additional category would need to be added. 

To add a new insurance category:

1. Select Default Insurance Plan Coverage Categories in the Misc Setups window.
2. Click the Edit button.

   

3. In the bottom section, type a coverage key –for categorization, in the Coverage Key field.
4. Type the default percent coverage in the Pct. Coverage field.
5. Type the description in the Description field.
6. Click the Add button.
7. Click the Save button when complete.
8. Each procedure that would fall under this category must be edited to reflect the new insurance coverage category. (Refer to steps in the Procedure code setup.)