Setting Up Insurance > Using the Insurance Bluebook
To add a new bluebook entry for an insurance plan:
Select List > Bluebook. The Bluebook entries for Plan window is displayed.
Select a plan from the Plan drop-down list.
In the Insurance Plan List window:In the Insurance Plan List window:
The Bluebook entries for window is displayed.
Click Add. The Bluebook entries for window is displayed in ADD mode. The plan number, plan name, and office identification number are displayed at the top of the window.
Select a code and press Tab. The code's fee schedule information or insurance plan's coverage information is displayed.
To modify the information that is displayed in any of the fields, see Editing Bluebook Entries.
Type any notes in the Notes field.
If an appointment is made for this procedure and for a patient covered by this plan, the note is displayed in the Assistant.
To set age, waiting period, or tooth limitation, click the Limitations tab. The Limitations tab is displayed.
Select an option:
Click OK.
In any window, press Ctrl + B to access the Bluebook entries for Plan window.
In the Insurance Plan List or Insurance Plan windows, select Bluebook to display the Bluebook entries for window.