Reviewing insurance updates from patient forms

If a patient has provided subscriber and insurance information on a patient form, with that patient selected in Dentrix Ascend, the insurance icon on the patient ribbon is blue to indicate that a new patient form with insurance information is available. Also, on the patient's Insurance Information page, a notification, stating that a new patient form with insurance information is available, appears.

To review insurance updates from a patient form

1. With a patient selected in the Patient Search box, if the patient information ribbon is not visible, click (or tap) the arrow button below the box to view the ribbon.

   

2. On the left side of the patient ribbon, if a patient form with insurance information for the patient has been received, the insurance icon (shield) is blue. Click (or tap) the icon.

   

   The patient's Insurance Information page opens. A blue notification (banner) appears near the top of the page.

   

3. On the notification, click (or tap) the link (which is the form name followed by the received date) to open the completed form as a PDF document.

   The document opens on a new browser tab.

4. Compare the insurance information on that document to the insurance information in the patient's record. Attach insurance plans or make updates to existing insurance plans accordingly.

   Note: Updating a patient's insurance information requires the "Edit Ins. Plan for Patient" security right.

5. After you have attached or updated the patient's insurance plans, to change the color of the insurance icon on the patient ribbon from blue to green (to indicate that the patient has active insurance coverage), dismiss the blue notification (banner) by clicking (or tapping) its X.

   Note: Dismissing the notification requires the "Edit Ins. Plan for Patient" security right.