Add Primary Dental Plan

You can add or choose a primary insurance plan within the practice's database for a patient.

To add an insurance plan to the patient's record, it must be within the practice's database of insurance plans. If the plan cannot be found within the database, it must be added. When the plan is associated with the patient, any specifics for the subscriber can be entered.
  1. Click the Subscriber Insurance Card field, in the Add/Edit Primary Dental Plan window and scan the patient's insurance card into the system.
    You can then click the thumbnail image to view the card as you enter details about the patient's insurance.
  2. To search for the appropriate insurance plan, do the following:
    1. In the Group No. field, enter the insurance plan ID, carrier name, employer name, or group number and then press Enter or click the magnifying glass.
      Please select a plan pop up window displays a list of plans that meet your criteria.
    2. Select the desired plan from the list, and click Select.
      To view additional details about a plan, you can click its insurance plan ID. You can then select the plan by clicking Use on the Additional Details window (You can further narrow the list by entering a keyword and clicking Search Plans).
      The Add Primary Dental Plan window refreshes with the Plan Information and Carrier/Employer sections filled with the detalils from the from the selected plan.
      Note: If the desired plan is not displayed, an administrator user must add to the practice database.
  3. Enter the other details in the Subscriber Information section.
    The subscriber is the person who provides the eligibility for the carrier. The subscriber does not have to be the same as the patient or the responsible party. For managed care or Medicaid patients, set up individual coverage for each patient if they have an individual social security number or subscriber ID.
  4. To complete and confirm the plan information, do the following:
    • The red asterisk indicates the required fields.
    • You must specify the patient's relationship with the subscriber in the Patient Rel to Sub field to activate the coverage for the patient. If it is set to None, coverage is deactivated (but not deleted).
    • To indicate that you have verified the patient's insurance, click Insert Date Stamp next to the Patient Last Verified Date field.
  5. Click Add Medical Information.
    Note:
    • If the patient has additional medical or secondary insurance carriers, add them in the same way.
    • The windows appear based on the Coverage Type selection in Patient Information.