Adding General Insurance Plan Information

Use the General tab (Tables > Insurance > Plans) to provide the following information about the insurance plan: contacts, carriers, claim centers, and coverage.

Each insurance plan can have many associated claim centers.

To add general insurance plan information:

Enter a Plan Name. The Plan Code is automatically assigned.
Select the type of coverage: Medical or Dental.
In the fields provided, type a contact, phone number, and extension for the insurance carrier.
Click next to the Carrier field and select a carrier.
From the Plan Type drop-down list, select a type.
To enter claim center information, click New in the Claim Center Information section. The Insurance Claim Center Data Entry window is displayed.
Enter data in the window and click Ok.
Enter data in the Primary Contact Information fields, if known.
Select the appropriate checkboxes for authorizations that apply to this plan.
To create a plan that covers both dental and medical procedures, click Create Duplicate Dental (Medical) Plan. A duplicate plan is created, transferring coverage information.
To assign different coverage percentages to procedure categories, click New in the Coverage Information section. The Coverage Information Data Entry window is displayed.
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.
The coverage percentages you enter are ignored if Do Not Calculate is selected as the Method for Insurance Due Calculation in Practice Preferences.

To establish a default coverage percentage for all procedure categories, enter the percentage in the Default % field.

This percentage is used for Insurance Estimating. For more information, see Setting Up Insurance Estimating.