Insurance Carrier List

The Insurance Carrier List displays a list of the insurance carriers entered in Dentrix. Depending on how you run the report, the providers, subscribers, and patients associated with each carrier may also appear on this report.

	Why:	To ensure insurance carriers are properly set up in Dentrix.
	When:	After setting up Dentrix, as needed.

Insurance Carrier List Example (Standard)

Insurance Carrier List Example (Provider IDs)

Insurance Carrier List Example (Subscribers)

Insurance Carrier List Example (Patients)

How do I run the Insurance Carrier List?

In the Office Manager from the Reports menu, point to Reference, and then click Insurance Carrier List. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager from the Help menu, click Contents).

Note: If you include providers, subscribers, or patients when running the report, each item prints as a separate report in the Batch Processor.

What information does this report provide?

A.   Insurance Carrier Details – The first four items that follow are pulled from the Dental Insurance Plan Information dialog box, which can be accessed in the Office Manager. The remaining items are pulled from the Insurance Coverage dialog box:

·        Alt Code – Indicates whether ADA or alternate procedure codes will be  used when sending claims to the insurance carrier.

·        Payer ID – A unique number used to identify an insurance carrier when submitting claims electronically. Payer IDs are updated regularly by the eServices clearinghouse.

·        Claim Format – The claim form used to send printed claims.

·        Source of Payment – The category used to identify payments received from the insurance carrier.

·        Time Limit – The number of days in which a claim must be submitted to the insurance carrier.

·        DED S/P/O –

·        LT – The lifetime deductible of a policy (if any).

·        Ind – The annual deductible for an individual.

·        Fam – The annual deductible for a family.

·        Benefits –

·        Ind – Yearly benefits for individuals.

·        Fam – Yearly benefits for families.

B.   Provider Details – The name, ID code, and ID number for each provider with an identification code entered for an insurance carrier. This information is pulled from the Provider ID Setup dialog box (see the Dentrix Help for details on how to edit this information).

C.   Subscriber Details – The name, birth date, chart number, subscriber number, employer, and family status of each subscriber. The report also includes the portion of the subscriber’s deductible that has currently been met and the total benefits that have been used year-to-date.

D.   Patient Details – The name, birth date, chart number, employer, and family status for each patient associated with the insurance carrier. The report also includes the portion of the patient’s deductible that has currently been met and the total benefits that have been used year-to-date.