Handling Insurance Plan Information

You can add, edit, and delete insurance plan records.

To estimate patient and insurance payments, these records contain the following information:

Deductible
Coverage percentage
Copay

You can define up to four insurance plans per patient:

Primary dental
Secondary dental
Primary medical
Secondary medical

You can set waiting period information associated with an insurance plan on the Coverage tab. Use the entry to track insurance plan waiting periods affecting insurance payment.

When making a patient appointment or posting patient transactions, the following are used to dictate whether the patient is covered for the selected procedure:

Patient insurance effective date set in the patient record
Plan’s waiting period

You can also set up:

Flat fee plans
Percentage plans
DMO/capitation plans
PPOs
Medicare
Medicaid plans