Setting Up Insurance Plans

This topic identifies the fields you should complete when adding various insurance plan types in SoftDent. The information required for each insurance plan type—Indemnity, PPO, DMO/Capitation, or Medicaid—varies when combined with the insurance estimation type.

For All Plan Types

Flat Fee Plans

On the Information tab, complete the following fields:

Percentage Plans

On the Information tab, complete the following fields:

PPO Plans

On the Information tab, complete the following fields:

DMO Plans

On the Information tab, complete the following fields:

On the Coverage tab, select each procedure code range that is covered, and type each copay amount.

On the Claim Filing tab, deselect the Print Form option if no insurance form is required to print.

Medicaid Plans

On the Information tab, complete the following fields:

On the Coverage tab, select each procedure code range that is covered, and enter each copay amount.

 

On the Claim Filing tab, complete the following fields:

 

To view a printable job aid about setting up insurance plans, see Setting Up Insurance Plans.