For patients with additional medical insurance coverage, when you enter an insurance payment for their primary medical insurance claim, Dentrix Enterprise asks if you want to create a secondary medical insurance claim. However, if you choose to not create a secondary medical claim after entering an insurance payment for the primary medical claim, or if you add the patient's secondary medical insurance plan after the entering an insurance payment for the primary medical claim, Dentrix Enterprise allows you to manually create a secondary medical insurance claim.
When you enter an insurance payment for a primary medical insurance claim, if the patient has additional coverage, Dentrix Enterprise prompts you to create a secondary medical insurance claim. However, if you chose to not create a secondary medical insurance claim after posting the primary medical insurance payment, or if you attached a secondary medical insurance plan to the patient's record or updated that plan after creating the primary medical insurance claim, you can manually create a secondary medical insurance claim.
Note:
Viewing insurance claims requires the "Insurance Claims, Open" security right. Creating insurance claims requires the "Insurance Claims, Create New" security right.
Editing subscriber information (to update Dentrix Enterprise to use new secondary medical insurance plan information) requires the "Insurance Claims, Edit" security right.
To create a secondary medical insurance claim
Open the Primary Medical Insurance Claim window if it is not already open.
If you attached a secondary medical insurance plan to the patient's record or updated that plan after creating the primary medical insurance claim, you must update Dentrix Enterprise to use the new secondary medical insurance plan information to create a secondary medical insurance claim. Do the following:
Double-click the Subscriber Information block.
If applicable, do one of the following:
If the Password - Insurance Claims, Edit dialog box appears, user verification has been assigned to the "Insurance Claims, Edit" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Edit" 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 "Insurance Claims, Edit" security right, have a user with permission temporarily override this restriction so you can edit subscriber 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 "Insurance Claims, Edit" security right. To have a user with permission temporarily override this restriction so you can edit subscriber information this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient/Insurance Information dialog box appears.
Select the Update Secondary Insurance checkbox.
Click OK.
You are returned to the Primary Medical Insurance Claim window.
To create the secondary medical insurance claim, on the Claim menu, click Create Secondary Medical.
If applicable, do one of the following:
If the Password - Insurance Claims, Create New dialog box appears, user verification has been assigned to the "Insurance Claims, Create New" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Create New" 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 "Insurance Claims, Create New" security right, have a user with permission temporarily override this restriction so you can create a claim 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 "Insurance Claims, Create New" security right. To have a user with permission temporarily override this restriction so you can create a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Create New dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Dentrix Enterprise creates the secondary medical insurance claim, and the Secondary Medical Insurance Claim window opens.
Note: After creating the secondary medical insurance claim, you can easily switch back and forth between the primary and secondary medical insurance claims by clicking View Primary Medical or View Secondary Medical on the Claim menu.