Importing coverage table templates

You can import a coverage table to update or add a coverage table template based on fixed, patient copayments. Currently, the importing of coverage tables for templates based on insurance coverage percentages is not available. Dentrix Ascend supports the uploading of .csv files (comma-delimited text files) that are no larger than 20 MB.

Tip: You can create and edit .csv files in a spreadsheet program or a text editor.

Terms

Basis Coverage Table

A coverage table template (new or existing) in your organization's database. This coverage table template is to be used as a basis for comparison with an imported coverage table.

Import Coverage Table

A coverage table in an imported .csv file.

Skipped Procedure Code

A procedure code that exists in the Import Coverage Table but not in your organization's database. This could also be a procedure code that exists in the Import Coverage Table and in your organization's database, but the procedure code was skipped during the import because its copay in the Import Coverage Table was empty or invalid.

To import a coverage table template

  1. On the Settings menu, under Production, click (or tap) Coverage Tables.

    The Coverage Table Setup page opens.

  2. Do one of the following:

    • Create a coverage table template:

      1. Click (or tap) New Coverage Table.

        The options for adding the coverage table template appear.

      2. Enter the Template name. The name must be unique relative to the templates of the Patient Copayment, $ type.

      3. From the Type list, select Patient Copayment, $ to specify that the coverage should be based on a fixed amount. Once you save the template, you cannot change the type.

        With a Type selected, the options for creating the template become available.

    • Edit an existing coverage table template:

      1. The templates are grouped by type. Expand Patient Copayment, $ to view templates that are based on fixed, patient copayments. Then, select a coverage table template.

        The options for editing the coverage table template appear.

      2. Enter a different Template name if necessary. The name must be unique relative to the templates of the Patient Copayment, $ type.

  3. Click (or tap) Import from File.

    The Import Table from File dialog box appears with the File Upload tab selected.

  4. Drag a .csv file from an open window to the dialog box, or click (or tap) Browse to select the correct .csv file.

    The Select Code Column tab is now selected.

    Note: If there are duplicate codes in the Import Coverage Table, only the first one will be imported.

  5. If the first line of the data from the imported file has a description of what each column contains, set the Table has header row switch to On. Dentrix Ascend will ignore the first row when importing the coverage table. You can also turn the switch On or Off on the Select Fee Column tab.

  6. Select the column that contains ADA Procedure Codes.

    Note: Procedure codes in the Import Coverage Table that do not exist in your organization's database will not be imported.

  7. Click (or tap) Next, or select the Select Copayment Column tab.

    The Select Copayment Column tab is selected.

  8. Select the column that contains the copays to be imported. This column should contain positive numbers (whole or decimal) only.

    Note: Procedures that have an empty copay, a copay with invalid characters, or a copay with more than seven digits before a decimal will not be imported.

  9. Click (or tap) Next, or select the Select Deductible Type Column tab.

    The Select Deductible Type Column tab is selected.

  10. Do one of the following:

    • If the imported file has a column that contains deductible types, leave the Deductible type column is present in file switch set to Yes, and then select the column that contains the deductible types to be imported.

      Note: The allowed types are None, Basic, Preventive, Orthodontic, and Major.

    • If the imported file does not have a column that contains deductible types, set the Deductible type column is present in file switch to No. The deductible type for all procedures will be set to None.

  11. Click (or tap) Import.

    The resulting coverage table appears.

    Notes:

    • If there are Skipped Procedure Codes, a yellow warning message appears and displays the procedure codes that were not imported.

    • If the Deductible Type for all procedures was set to None automatically, the types appear in orange text.

  12. For any of the procedures, change the Deductible Type or Copayment $ as needed.

  13. Do one of the following:

    • If you are creating a template, click (or tap) Create.

    • If you are editing a template, click (or tap) Save.