Add Primary Dental Plan

To add an insurance plan to the patient's record, it must first be located within the practice's database of insurance plans.If the specific plan cannot be found within the database, it must be added. Once the plan is associated with the patient, any specifics for subscriber can then be entered.

Note: This step is not necessary if the patient has no coverage.

Following are descriptions of some of the fields on this screen:

Plan information: The deductible, coverage and benefit information for the patient's insurance plan.Use the search tool to locate a plan within the database using a variety of criteria, including carrier name and employer name. For instructions on using the search tool, see Search for an Insurance Plan.

Subscriber Information: Complete the information for the subscriber.The subscriber is the person that provides the eligibility for the carrier.The subscriber does not have to be the same as the patient or as the responsible party. For Manage Care or Medicaidpatients, set up individual coverage for each patient if they have an individual social security number or subscriber ID.

Note: If the patient has additional medical or secondary insurance carriers, add them in the same way.Remember that the screens appear based on the Coverage Type selection in Patient Information.