Validating subscriber IDs

To help with insurance eligibility verification, when you are adding or editing a patient's insurance plan, you can have Dentrix Ascend attempt to validate the subscriber ID and let you know if the subscriber is eligible or not eligible or if there is some kind of error that needs to be addressed. This validation process is just a quick status check to give you advanced notice of a patient's status without having to schedule an appointment.

Notes:

• This validation process is available only for primary plans.

• With this check, a .pdf file with eligibility details is not provided, and an option to import insurance details is not provided. Those are available only when you verify eligibility for a scheduled appointment.

To validate a subscriber ID

1. Do one of the following:

   • If you are adding a patient’s primary insurance plan, specify at least the following information: Subscriber; Carrier, Payer ID, and Plan; and Subscriber ID #.

   • If you are editing a patient’s primary insurance plan, change the Subscriber ID # if necessary.

2. Click the Check Subscriber ID button  next to the Subscriber ID # box.

   

   During the check, a progress indicator appears below the Subscriber ID# box.

   

   When the check is complete, one of the following occurs:

   • If there is a problem getting a response or determining eligibility (due to a timeout issue or another error), an orange triangle icon and a message with a description of the error (such as "Subscriber/Insured Not Found") appear.

     

   • If the subscriber is not eligible, a red triangle icon and the message "Subscriber Not Eligible" appear.

     

   • If the subscriber is eligible, a green checkmark icon and the message "Subscriber Eligible" appear.

     

   • If the payer does not support electronic eligibility verification, a blue "I" icon and the message "Insurance Doesn’t Support Electronic Eligibility" appear.

     

3. Specify or change any other insurance information as needed.

4. If you are attaching insurance to the patient, or if you have changed any of the patient's insurance information, click (or tap) Save.