Some subscribers may have dual insurance coverage from two working adults. After assigning primary insurance to a subscriber, you can also assign a secondary insurance policy to that subscriber through his or her spouse or partner as long as both individuals belong to the same family in the Family File.
To assign secondary insurance to a subscriber with dual coverage
1. In the Family File, select the patient/subscriber.
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. Under Secondary Insurance, click the Subscriber dropdown arrow.
A list appears.
4. Select Patient Name/New Insurance Plan to assign a new 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. Click OK.
Note: Click the Insurance Data and Benefits/Coverage buttons to reference and record additional insurance information.