Default Insurance Plan Coverage Categories

The Default Insurance Plan Coverage Categories tool allows 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 Edit.
  3. In the Add New area, enter values in the following fields:
    • Coverage Key is a unique user-defined value.
    • Pct. Coverage is a value between 0-100 representing the default percentage that the insurance company pays on the services in this category.
    • Description is the user-defined description of the category. This is used throughout the application to represent the category in places such as the Insurance Plan screens.
  4. Click Add.
    Note: If you do not click Add, then the newly added category is not saved.
  5. Click Save.
    All new categories are added to the existing insurance plans that use the default coverage type.
    Note: