You can assign insurance information to the insurance subscribers as well as non-subscribers in the family. When you are assigning insurance to patients who are not insurance subscribers, there are two rules to remember:
Insurance must be assigned to the subscriber before you can assign that insurance to another patient covered by the subscriber.
Insurance subscribers must be part of the same family as the patient you are assigning the insurance to.
To assign secondary insurance to a non-subscriber
1. In the Family File, select a patient.
2. Double-click the Insurance Information block.
The Insurance Information dialog box appears with the Dental Insurance tab selected. Both the primary and secondary insurance information are displayed.
Note: To enter medical insurance instead of dental insurance, click the Medical Insurance tab.
3. Click the Secondary Insurance Subscriber dropdown arrow.
A list appears.
4. Select Patient Name/Insurance Plan to assign a spouse's or significant other's insurance plan as the selected patient's secondary insurance.
Notes:
Even though the selected patient's primary insurance appears in the list, you cannot also assign that insurance plan as the patient's secondary insurance.
The Assign dependent coverage outside the family option assigns the subscriber's insurance to a dependent who no longer lives with the subscriber. For example, the dependent may be a child from a previous relationship. The dependent must be in the Dentrix database.
The subscriber’s name, insurance carrier, subscriber ID #, and relationship status appear in the appropriate fields of the Insurance Information dialog box.
5. Verify that the Relation to Subscriber information is correct.
6. Click OK.
Note: Click the Insurance Data and Benefits/Coverage buttons to reference and record additional insurance information.