To add a new insurance payer:
On the Patient tab, click Patient Record.
Click Edit Patient Record.
Use the scroll bar or jump to Insurance Information.
Click Add Insurance Policy. The Create Insurance Policy window is displayed.
In the Coverage field, click Primary.
In the Payer Name field, select or type the patient's name.
In the Patient Relationship to Policyholder field, verify that Self is displayed.
In the Associated Plan drop-down list, select ABC Dental.
In the Subscriber / Member ID field, type DO123.
In the Effective Date, select 10/01/2021.
In the Assignment of Benefits field, click Assigned.
In the Eligibility / Status field, click Active.
In the Individual Deductible field, enter $150.00.
Click Create.
Click Save Patient.
To edit an insurance policy:
On the Patient tab, click Patient Record.
Click Edit Patient Record.
Use the scroll bar or jump to Insurance Information and click Edit. The Update Insurance Policy window is displayed.
Change the Individual Deductible amount to $50.00.
Click Update.
Click Save Patient.
Setting Coverage Details and Benefits by Category on an Insurance Plan
Importing Coverage Details to an Insurance Plan
Setting Up Insurance Claim Processing
Canceling and Resubmitting Insurance Claims
Submitting Secondary and Other Claims
Using ICD-10 Medical Diagnosis Codes and Submitting Medical Claims
Using CPT Codes for Medical Billing
Viewing Insurance Claims Statistics