You can enter a patient's eligibility for insurance benefits under any of his or her dental and medical insurance plans.
Notes:
For dental plans, you can manually specify a patient's eligibility by editing his or her insurance information; however, if your practice uses the automated insurance eligibility verification feature, a patient's eligibility information is updated automatically.
Accessing a patient's insurance information and changing the patient's eligibility information for a plan require the "Patients, Edit Insurance Information" security right.
To enter a patient's insurance eligibility
With a patient selected in Family File, double-click the Insurance Information block.
If applicable, do one of the following:
If the Password - Patients, Edit Insurance Information dialog box appears, user verification has been assigned to the "Patients, Edit Insurance Information" task. Do one of the following:
If your user account has been granted the "Patients, Edit Insurance Information" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patients, Edit Insurance Information" security right, have a user with permission temporarily override this restriction so you can access a patient's insurance information this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patients, Edit Insurance Information" security right. To have a user with permission temporarily override this restriction so you can access a patient's insurance information this one time, do the following:
On the message, click Yes.
In the Password - Patients, Edit Insurance Information dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Insurance Information dialog box appears.
Select one of the following tabs:
Dental Insurance - For a dental insurance plan.
Medical Insurance - For a medical insurance plan.
In the Coverage Order list, select a plan.
Under Patient Information, do one of the following:
If the patient is not eligible for benefits under this plan, select the Not Eligible checkbox. With this checkbox selected, specify the following date:
Last Eligibility Check - In the box, enter today's date (in a mm/yy/dddd format) or a different date as the date that you verified the patient's insurance eligibility.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
If the patient is eligible for benefits under this plan, clear the Not Eligible checkbox. With this checkbox clear, specify the following dates:
Last Eligibility Check - In the box, enter today's date (in a mm/yy/dddd format) or a different date as the date that you verified the patient's insurance eligibility.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Eligibility Start - In the box, enter the date (in a mm/yy/dddd format) that the patient's insurance eligibility started.
Notes:
The Eligibility Start box is available only if there is a date in the Last Eligibility Check box.
If there is a date in the Last Eligibility Check box, the Eligibility Start date is required.
Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Eligibility End - In the box, enter the date (in a mm/yy/dddd format) that the patient's insurance eligibility ends, if known.
Notes:
The Eligibility End box is available only if there is a date in the Last Eligibility Check box and in the Eligibility Start box.
The Eligibility End date is not required.
Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Note: The color of the eligibility icon varies according to the eligibility status of the plan. However, the eligibility icon that appears on the patient's appointments) varies according to the eligibility status of the patient's primary dental insurance; no other dental or medical plan affects the color. The meaning of the colors are as follows:
Yellow is "Not Checked" or "Reverify."
Green is "Eligible."
Red is "Not eligible."
Repeat steps 3-5 as needed to enter eligibility information for other insurance plans.
Click OK.
Note: You can check the status of the patient's insurance eligibility for his or her upcoming appointment from Appointment Book.