Modifying the insurance plan

After you check on patient insurance eligibility, the Import Eligibility tab continues to display the eligibility data you received from payers when you made the initial eligibility request. From the Import Eligibility tab, you can easily modify the insurance plan information before you import it into Open Dental.

To modify the insurance plan

1.  After clicking the Goto icon next to an Import Eligibility record, in the Import Eligibility window click the Modify Plan button .

2.   In the Modify plan dialog box, update the following plan details if needed:

·        Employer - The name of the employer associated with this benefits plan.

·        Carrier - The name of the insurance carrier associated with this benefits plan.

·        Group Name - The group name of this benefits plan.

·        Group Num - The group number of this benefits plan.

3.   Do one of the following tasks and update the data boxes as needed:

a.   Update Group - Update the Group Name and Group Num information as needed.

b.   Pick Plan - From the Select Payer dialog box, double-click the entry for the carrier and plan number you want to use.

c.   Create New Plan - Fill in the new plan information in the boxes provided.

4.   When finished, click Save.