Managing Patient Accounts > Using Ortho Contracts
When you create a new ortho contract, this insurance coverage information is retrieved from the patient's Clipboard. If the patient's insurance changes, you can update the information by clicking Update insurance from patient’s Clipboard.
You do not have to change the insurance on the contract just because it changes on the Clipboard; while rare, it is possible for the patient's main dental coverage to change while keeping the prior coverage in place until the ortho treatment is completed.
When you click Update insurance from patient's Clipboard, the software uses the new insurance information for all subsequent claims. You must determine whether the new insurance company covers the orthodontic treatment, determine how much is covered, and ensure the details of the two related tabs are accurate.
If updating the insurance results in the loss of coverage, you are presented with a series of messages confirming the update and prompting you to deal with uncovered amounts.
Entering Contract Schedule Information
Using the Responsible Party Tab
Using Primary and Secondary Insurance Tabs
Using Primary and Secondary Claim Tabs
Installing the DataTrac Ortho Documents