Joining insurance carriers

Joining insurance carriers allows you to move all subscribers from one plan to another, essentially merging plans.

Important: You must close all Easy Dental modules on every computer in your practice before joining insurance carriers; otherwise, you risk corrupting your database.

To join insurance carriers

1.   Close Easy Dental on all computers, except the one that you will be working on.

2.   In the Patient Banner, click the Settings button.

The Settings dialog box appears.

3.   Click Maintenance, and then click Insurance Maintenance.

The Insurance Maintenance dialog box appears.

4.   Click Join Plans.

The Join Insurance Plans dialog box appears.

5.   Select one of the following:

·        Employer-based – Moves all subscribers attached to one insurance plan linked to a specific employer to another insurance plan that is linked to the same employer.

·        Plan-to-Plan – Joins insurance plans regardless of employers.

·        Subscriber’s Employer must match Insurance Plan Employer Field – Moves only subscribers assigned the same employer in the Patients module.

6.   Click the Source Insurance Plan search button.

The Select Dental Insurance Plan dialog box appears.

7.   Select the plan that you want to join with the destination plan and click OK.

The plan’s group number, group plan, and linked employer are listed.

8.   Click the Destination Insurance Plan search button.

The Select Dental Insurance Plan dialog box appears.

9.   Select the plan that you want to join the source plan to, and then click OK.

The plan’s group number, group plan, and linked employer are listed.

10. To join the two selected plans, click Join.

A warning appears stating that all subscribers of the source insurance plan will be changed to the destination insurance plan.

11. Click Yes.

A message appears when the merge is successful. If no subscribers match the criteria associated with the source insurance plan, a message appears indicating such.