Adding Insurance Plans
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Adding Accounts and Patients

Adding Insurance Plans

You can define four insurance plans for each patient: primary dental, secondary dental, primary medical, and secondary medical.

To add an insurance plan:

  1. Select List > Ins. Plan. The Insurance Plan List window is displayed.

  1. Click anywhere in the list to activate the toolbar.

  2. Click Add on the toolbar. The Insurance Plan window is displayed with the Information tab active.

  1. The identification number for the new plan is generated by the software. If you subscribe to Trojan, click the Trojan Id drop-down list, and select the appropriate Trojan carrier.

  2. Type the name of the employer in the Name field.

  3. From the Insurance Co drop-down list, select the insurance company that sends payments.

  4. From the Mail To drop-down list, select the office to which you send claims.

  5. Type phone numbers and notes in the appropriate fields.

  6. In the Group Number field, enter the plan’s group number.

  7. From the Plan Type drop-down list, select Dental or Medical.

  8. From the Estimation Type drop-down list, select the type of plan.

  1. In the Anniversary Month drop-down list, select when the plan’s deductible and year-to-date benefits are reset. If the plan has a lifetime deductible and no yearly maximum, select None/Other.

  2. If the plan has a yearly maximum, select the Maximum Coverage option and enter an amount.

  3. If the plan has a family deductible, enter the amount in the Family Deductible field. The family deductible must be equal to or greater than the amount in the Individual Deductible field.

  4. Enter other data on the Information tab as needed.

  5. Click the Coverage tab. The Coverage window displays fields for the appropriate plan, dental or medical.

  1. Enter coverage information for each procedure class. This information is used to estimate the patient and insurance portion of the fees.

  2. Click the Claim Filing tab. The Claim Filing window is displayed, showing claim form and electronic-services information.  

  1. To select a claim form to use to print or transmit electronically, select the Print Claim Form # option and enter the form number.

  2. Select the other necessary options.

  3. Click the Contact Info tab. The Contact Info window is displayed.

  1. Enter additional phone numbers and addresses in the appropriate fields.

  1. Click OK to save the insurance plan data.

  2. Click Close. The Insurance Plan List window is displayed.

  3. Click Close.

For information about estimating insurance, see the SoftDent online help.

 

Related Topics

Adding New Accounts

Adding Patients to Accounts

Adding Employers

Adding Insurance Companies

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