In Dentrix, you can set up insurance to cover a multiple coverage dental insurance plan. For information on setting up dependents, see Setting up multiple coverage plans for dependents.
To set up a multiple coverage plan for a subscriber
1. In the Family File, select a patient.
2. Double-click the Insurance Information block.
The Insurance Information dialog box appears.
3. Under Primary Insurance, click the Subscriber search button.
The Select Primary Subscriber (Insured Party) dialog box appears.
4. Click Current Patient.
5. Click the Carrier search button.
The Select Primary Dental Insurance Plan dialog box appears.
6. Select Carrier Name, and then type the first few letters of the carrier's name under Enter Carrier Name.
7. Do one of the following:
If the carrier and appropriate group plan are in the database, double-click the entry, and in the Insurance Information dialog box, click Insurance Data.
If the carrier and appropriate group plan do not appear, click New.
8. In the Primary Dental Insurance Plan Information dialog box, as appropriate, edit or type the information for the carrier and group plan, and then in the Group Plan text box, type an identifying character, such as "A," to distinguish this group plan from the carrier's other group plans.
Note: Other identifying characters you could use include "S" for subscriber or "90" for the percentage of the plan's coverage. Consider using the character as mnemonic device to help you easily distinguish one plan from another.
9. Do one of the following:
If you created a new carrier and group plan, click OK.
If you edited a group plan, click OK, select Add As New Plan, and then click OK.
10. In the Insurance Information dialog box, click Benefits/Coverage to set up the coverage table for the new or modified group plan.