You can change the effective date and expiration date for a dental insurance plan, and you can enter the date that you verified those dates.
Notes:
Changing a plan's coverage dates affects all family members who are covered under that plan.
Accessing a patient's insurance information and changing the coverage dates for a plan require the "Patients, Edit Insurance Information" security right.
To change the coverage dates for a dental insurance plan
With a patient or subscriber 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. The Dental Insurance tab is selected by default.
In the Coverage Order list, select a plan.
Under Plan Information, change any of the following options:
Last Plan Eligibility Check Date - In the box, enter today's date (in a mm/yy/dddd format) or a different date as the date that you verified the plan's effective and expiration dates.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Plan Effective Date - If known, enter the effective date (in a mm/yy/dddd format) of the plan.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Plan Expiration Date - If known, enter the expiration date (in a mm/yy/dddd format) of the plan.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Click OK.
If the insurance plan is attached to more than one person in the family, a message appears, reminding you that any changes will affect the subscriber and all covered family members; otherwise, ignore the next step.
Click OK.