Deleting exceptions in coverage tables

You can delete exceptions in a coverage table that is attached to an insurance plan.

Tip: You can also delete exceptions in any of the coverage table templates.

Note: Deleting exceptions in coverage tables for insurance plans requires the "Edit Insurance Plans" security right.

Note: The exceptions in coverage tables are used by Dentrix Ascend to automatically calculate insurance estimates. If a patient has dual coverage, the exceptions of the primary insurance coverage are used. Also, a posted procedure with an exception will have a warning icon next to it in the following areas of Dentrix Ascend: in the Enter payment dialog box, in the Enter credit adjustment dialog box, on the Payment tab of the Patient Walkout dialog box, and on the treatment plan case preview page. You can click a warning icon to view the details of the exception for the corresponding procedure.

To delete an exception

  1. On the Home menu, under Insurance, click (or tap) Carriers.

    The Insurance Carriers page opens.

  2. Select an insurance carrier.

    The options for editing the insurance carrier become available.

  3. Under Plans/Employers, select an insurance plan.

    The options for editing the insurance plan become available.

  4. Click (or tap) Coverage Table.

    The Coverage Table dialog box appears.

    Insurance Coverage, %

    Patient Copayment, $

  5. Click (or tap) Manage Exceptions.

    The Manage Exceptions dialog box appears.

  6. In the Exceptions list, expand a Code to view the corresponding exceptions, and then click (or tap) an exception's Delete button .

    Notes:

    • To search for a procedure code, begin entering a code in the Search for a procedure by code box, and continue typing as needed to narrow the list.

    • If at least one Code is expanded, to quickly collapse them all, click (or tap) Collapse All. If they are all collapsed, to expand them all, click (or tap) Expand All.

    A confirmation message appears.

  7. Click (or tap) Delete.