Insurance Maintenance overview

You can maintain all the dental and medical insurance plans in your database.

Note: You can add and attach insurance plans (dental and medical) to a patient's record in Family File.

To maintain dental and medical insurance plans

In Office Manager, on the Maintenance menu, point to Reference, and then click Insurance Maintenance.

The Insurance Maintenance dialog box appears.

Perform any of the following tasks:

On the Dental tab:

Add insurance plans.

Update insurance plans.

Set up dental claim form options for insurance plans.

Set up provider IDs for insurance plans.

Change the coverage table for insurance plans.

Change the payment table for insurance plans.

Join insurance plans.

Delete duplicate insurance plans.

Purge unused insurance plans.

On the Medical tab:

Add insurance plans.

Update insurance plans.

Join insurance plans.

Delete duplicate insurance plans.

Purge unused insurance plans.