Skill Sharpeners

Exercise 1: Check an Insurance Carrier

Find out who the insurance carrier is for a particular patient.

To check a patient’s insurance carrier:

Click the Patients button on the toolbar.
Enter the first three letters of a patient’s name in the Last, First field, and click Find.
Select the patient you want and click Ok.
Click the Workspace tab. The Workspace (Demographics) window displays a list of carriers who insure the patient.

To add an insurance carrier:

To add an insurance plan:

Select Tables > Insurance > Plans.
Click New.
In the Plan Name field, type a name for the plan.
In the Coverage field, select Dental.
In the fields, type a contact name, a phone number, and an extension for the insurance carrier.
In the Carrier field, click the ellipsis button and select a carrier.
In the Plan Type drop-down list, select a type.
To enter claim center information, click New in the Claim Center Information section.
Enter information and click Ok.
Type information in the Primary Contact Information fields.
Select the options for authorizations that apply to this plan.
To assign different coverage percentages to procedure categories, click New in the Coverage Information section.
From the drop-down list, select a procedure category, enter the coverage percentage, and click Ok. Repeat this step for each category to which you want to assign a specific coverage percentage.
To establish a default percentage of coverage for all procedure categories, enter that percentage in the Default % field.
Click Ok.