Handling duplicate insurance plans

If there duplicate insurance plans that are associated with the same insurance carrier, you can move patients from the unwanted plans to the correct plan.

To clean up duplicate insurance plans

1. On the Home menu, click Carriers.

2. Select the carrier with duplicate plans.

3. Click the duplicate plan.

4. In the Plan/Employer name box, add DNU (for "Do Not Use") to the end of the name to identify it as the duplicate, and then click Save.

5. Repeat steps 3-4 as needed for other duplicate plans associated with this carrier.

6. Click Cancel to return to the list of carriers.

7. Repeat steps 2-6 as needed for duplicate plans associated with other carriers.

8. Generate the Patient Information Report to get a list of subscribers and patients who are covered under the "DNU" plans by doing the following:

   1. On the Home menu, click Power Reporting.

   2. Click Patient Insurance.

   3. Right-click the Insurance Plan column on the report, and then click Filter.

   4. Above the list off all plans on the left, type DNU in the search box, and then click Find to list only the "DNU" plans.

   5. Click the double right-pointing arrow (>>) to add those plans to the list on the right. Make sure that Included is selected from the Currently list. Then, click OK.

   6. If desired, you can delete the Payer ID and Plan Address columns from the report (right-click a column header, and then click Remove from Report).

   7. Click the More actions and options button (cog icon) to expand the menu, point to Export, and then click To PDF.

   8. Click Export.

   9. The Patient+Insurance.pdf file is saved automatically in the download folder that is specified for your Web browser, or you choose which folder to save the file in (if the browser is set up to ask where to save files each time).

9. Open the Patient+Insurance.pdf file to refer to the report during the insurance cleanup process.

10. For each "DNU" plan on the report, in Dentrix Ascend, do the following:

    1. Open the ledger of a subscriber for the "DNU" plan. Delete all paid claims for the "DNU" plan (along with associated insurance payments and adjustments). Delete all unpaid claims for the "DNU" plan.

    2. Open the ledger of each dependent in turn. Delete all paid claims for the "DNU" plan (along with associated insurance payments and adjustments). Delete all unpaid claims for the "DNU" plan.

    3. In the subscriber's record, delete the "DNU" plan. The plan is deleted from all dependents' records too.

    4. Attach the correct plan to the subscriber's record and then to all the dependents' records.

    5. Re-create claims, insurance payments, and insurance adjustments as needed. You can view transaction history in the ledger to see the details needed to re-create the deleted transactions.

    6. Repeat steps a-e for other subscribers and the corresponding dependents covered under this "DNU" plan.

11. After you have finished removing the "DNU" plans from all the applicable patients, delete the "DNU" plans from the applicable carriers.