You can remove a dental insurance plan from all subscribers and patients who are covered under that plan and attach a different dental insurance plan to those subscriber and patient records.
Note: It is not necessary to be in single-user mode when you are joining insurance plans, but it is recommended that you do not do it during peak office times.
To join dental insurance plans
In the Insurance Maintenance dialog box, leave the Dental tab selected.
Click Join Plans.
The Join Insurance Plans dialog box appears.
Select one of the following options:
Employer-based - To move all subscribers and patients from a particular insurance plan that is linked to a specific employer to another insurance plan that is linked to the same employer, select this option.
Also, with this option selected, to move only subscribers who are assigned the same employer in Family File, select the Subscriber's Employer must match Insurance Plan Employer Field checkbox.
Plan-to-Plan - To move all subscribers and patients from a particular insurance plan regardless of the linked employers, select this option.
To select the insurance plan that you want to remove from subscriber and patient records, do the following:
Click
the Source Insurance Plan search
button 
.
The Select Dental Insurance Plan dialog box appears.
To search for plans that have particular insurance tags, do the following:
Under Insurance
Tag Selection, click the search button 
.
The Insurance Tag Selection dialog box appears.
Note: If the upper list is long, to filter it by name, click Search, enter all or the first part of a tag name, and then click Show Results to view the matches.
In the upper list, select the desired tags.
Note: To select multiple tags, click a tag, and then, while pressing the Ctrl key, click the other desired tags. To select a range of adjacent tags, click the first tag of the desired range of tags, and then, while pressing the Shift key, click the last tag of the desired range of tags.
Click Add.
The selected tags now appear in the lower list.
Note: To remove a tag from the lower list, select it, and then click Remove.
Click OK.
Note: To clear all the selected insurance tags at one time, click Clear Selection.
Under Search By, select one of the following options:
Carrier Name - To search by carrier name.
Employer - To search by employer name.
Group Plan - To search by group plan name.
Group Number - To search by group plan number.
In the Enter Carrier Name, Enter Employer Name, Enter Group Plan Name, or Enter Group Number box (the name varies according to the selected Search By option), enter all or part of a carrier name, employer name, group plan name, or group plan number, respectively.
Click
the search button .
Any matching insurance plans appear in the list.
Select the correct insurance plan.
Click OK.
To select the insurance plan that you want to attach to the subscriber and patient records with the selected Source Insurance Plan attached, do the following:
Click the Destination
Insurance Plan search button .
The Select Dental Insurance Plan dialog box appears.
To search for plans that have particular insurance tags, do the following:
Under Insurance
Tag Selection, click the search button .
The Insurance Tag Selection dialog box appears.
Note: If the upper list is long, to filter it by name, click Search, enter all or the first part of a tag name, and then click Show Results to view the matches.
In the upper list, select the desired tags.
Note: To select multiple tags, click a tag, and then, while pressing the Ctrl key, click the other desired tags. To select a range of adjacent tags, click the first tag of the desired range of tags, and then, while pressing the Shift key, click the last tag of the desired range of tags.
Click Add.
The selected tags now appear in the lower list.
Note: To remove a tag from the lower list, select it, and then click Remove.
Click OK.
Note: To clear all the selected insurance tags at one time, click Clear Selection.
Under Search By, select one of the following options:
Carrier Name - To search by carrier name.
Employer - To search by employer name.
Group Plan - To search by group plan name.
Group Number - To search by group plan number.
In the Enter Carrier Name, Enter Employer Name, Enter Group Plan Name, or Enter Group Number box (the name varies according to the selected Search By option), enter all or part of a carrier name, employer name, group plan name, or group plan number, respectively.
Click
the search button .
Any matching insurance plans appear in the list.
Select the correct insurance plan.
Click OK.
Click Join.
If any patient records have the source insurance plan attached, a confirmation message appears and states that all patient records in Family File with the Source Insurance Plan attached will have the Destination Insurance Plan attached.
Note: If no patient records have the source insurance plan attached, a message appear and states that no patient records have changed. Click OK to close the message. Ignore the remaining steps.
Click Yes.
A message appears and states that the insurance plans have been joined.
Click OK.
Note: If necessary, you can now purge the unused insurance plan.