Insurance

The Dental Insurance section of the Patient Overview window shows the active insurance plans associated with the account. By default, the primary and secondary dental plans display in this section.

You can take the following actions in the Dental Insurance section of the Patient Overview:

• A Verified icon or a Needs verification icon next to the Primary or Secondary heading indicates the eligibility status of the patient's insurance. You can hover over these icons to view details regarding the latest eligibility check. You can click either icon to open the Patient Eligibility window, where you can check eligibility and view a history of checks. For more information see About Eligibility Verification.
• If the patient's insurance card has been scanned into the system, an insurance card icon will appear next to the Primary or Secondary heading. You can click this icon to view the card.
• To view details about a plan, click its plan ID. The details will open in the Additional Details window.

  

  Note: If you have administrative rights, you can use the Edit Ins Plan, Edit Carrier, and Edit Employer buttons to access the setup windows for the insurance plan, carrier, and employer. For more information about these options, see Insurance Setup.

• Click the Primary or Secondary link to edit information about the patient's plan on the Add/Edit Dental Plan window. See Add or Edit an Insurance Plan for details.