You can assign insurance information to insurance subscribers as well as non-subscribers in the family.
To assign insurance to a subscriber
1. In the Family File, select the patient/subscriber.
Note: To assign insurance to a patient, the insurance subscriber must be listed in the Dentrix database. If the subscriber is not a patient, set the status to Non-Patient in the subscriber's patient information.
2. Double-click the Insurance Information block.
The Insurance Information dialog box appears with the Dental Insurance tab selected. Primary and secondary insurance information appears.
Note: To enter medical insurance instead of dental insurance, click the Medical Insurance tab.
3. To select an insurance carrier, click the dropdown arrow to the right of the subscriber’s name, and then click Patient Name/New Insurance Plan.
4. Click the Carrier chevron icon.
The Select Primary Dental Insurance Plan dialog box appears.
Notes: You can search for a plan by selecting one of the following search criterion, and then typing the first few letters or numbers in the search text box (name of the text box changes according to your criterion selection):
· Carrier Name - Searches by the name of the insurance company.
· Employer - Lists all insurance plans that have been entered previously for the subscriber's employer.
· Group Plan - Searches by the name entered for the group plan.
· Group Number - Searches by the number assigned to the group plan.
· Local Number - Searches by the local number assigned to the plan.
· Address - Searches by the insurance plan address.
· Payor ID - Searches by the insurance plan's Payor ID number.
5. Select the patient's new carrier, and then click OK.
The new carrier appears in the Insurance Information dialog box.
6. Do one or more of the following:
· Subscriber ID # – Type the subscriber ID. The subscriber ID may be the Social Security number of the subscriber, or you may use another number instead.
· Release of Information – (Default) Select to print "Signature on File" on the insurance claims for this subscriber to authorize release of information.
· Assignment of Benefits – (Default) Select to authorize payments directly to the provider.
Note: If this option is not selected, insurance checks will be mailed to the subscriber, not to your office.
· Relation to Subscriber – Select Self, Spouse, Child, or Other to identify the patient’s relation to the subscriber.
7. To reference and/or record additional insurance information, click the Insurance Data and/or Benefits/Coverage buttons.
8. Click OK.