Some insurance plans have their own ID numbers for providers to use for claims (instead of or in addition to the State ID Number or Provider #). Setting up provider IDs lets you cross-link multiple IDs to a provider and insurance company to ensure that the correct ID is printed on each insurance claim. From the Provider ID Setup dialog box, you can add, change, delete, clear, and copy provider IDs.
To clear a provider ID
1. In the Family File, double-click the Insurance Information block.
The Insurance Information dialog box appears.
2. Click Insurance Data.
The Primary Dental Insurance Plan Information dialog box appears.
3. Click Provider ID Setup.
The Select Provider dialog box appears.
Note: If you have not saved the insurance plan, you are prompted to do so before continuing.
4. Select the appropriate provider, and click OK.
The Provider ID Setup dialog box appears.
5. Select a provider ID from the list, and then click Clear Provider IDs.
The Clear Provider IDs for <provider> dialog box appears.
6. Select one of these options to clear the provider IDs:
· For this Insurance Plan - All IDs for both the current provider and insurance plan will be deleted.
· For All Insurance Plans with this Payor ID - All IDs for the current provider and any insurance plan with the listed Payor ID number will be deleted. A message appears displaying the total number of plans affected.
· For ALL Insurance Plans - All IDs for the current provider for all insurance plans will be deleted.
7. Click OK.