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.