Assigning insurance to subscribers

To assign insurance to a patient, you must list the insurance subscriber as a family member in the Patients module. You must set the status of subscribers, who are not patients, to non-patient in the subscriber’s patient information.

To assign insurance to a subscriber

1.   Using Quick Search or Advanced Search, select the subscriber you want to assign insurance to.

2.   Click the Insurance tab.

The insurance information for the subscriber appears.

3.   Click the Select insurance or subscriber icon in the Primary Dental Insurance pane.

The Primary Dental Insurance search box appears.

4.   Do one of the following:

·        Click the Create new insurance plan icon.

Note: Before creating a new insurance plan, always search for existing insurance plans to avoid creating duplicate records in your database.

·        Type the first few letters of the carrier's name, and then select the carrier from the list.

·        Click the Advanced Search icon, and then select the carrier in the Select Insurance dialog box.

The selected patient's name and the carrier appear in the Primary Dental Insurance pane.

5.   Do one or more of the following:

·        Release of Information – Set to Yes to print “Signature on File” on the insurance claims for the subscriber to authorize release of information.

Note: You can also set this option in the Preferences dialog box so that it will be selected by default.

·        Assignment of Benefits – Set to Yes to authorize payments directly to the provider rather than the insurance subscriber.

Note: You can also set this option in the Preferences dialog box so that it will be selected by default.

6.   Make sure that the Subscriber ID number is correct.

Note: The subscriber’s Social Security number is automatically entered as the subscriber ID.

7.   Under Relationship to Subscriber, make sure that the selected option is correct.

Note: This option is selected automatically.

8.   To save your changes, click the Save Changes icon.