You can switch the patient's primary and secondary coverage by removing the existing coverage information and then re-selecting it in the desired coverage area.
To switch the patient's primary and secondary coverage
1. In the Family File, select a patient.
2. Double-click the Insurance Information block.
The Insurance Information dialog box appears.
3. Click Clear Primary and Clear Secondary.
The Clear Insurance dialog box appears.
4. Select the appropriate action, and then click OK.
The patient's primary and secondary insurance information is cleared.
5. Under Primary Insurance, click the Carrier chevron icon.
The Select Primary Dental Insurance Plan dialog box appears.
6. Select the primary insurance plan, and then click OK.
7. Under Secondary Insurance, click the Carrier chevron icon.
The Select Secondary Dental Insurance Plan dialog box appears.
8. Select the secondary insurance plan, and then click OK.
9. From the Insurance Information dialog box, click OK to accept the patient's new primary and secondary insurance coverages.