Tuesday, February 17, 2015

Updating Secondary Insurance

Updated 4/29/2019

Since insurance coverage is not retroactive, Dentrix tracks what secondary insurance information was assigned to the patient when a primary insurance claim was created. Dentrix assumes that if the patient did not have secondary insurance assigned (or had a difference in coverage) when the primary insurance claim was created, any new secondary insurance information does not apply to that claim.
The Update Secondary Insurance option allows you to override the default if a mistake in assignment has been made.

To update secondary insurance information:
  1. Verify the secondary insurance information in the Family File is correct.
  2. From the Ledger, double-click the primary insurance claim.
  3. Double-click the Subscriber Information block.


  4. Check the Update Secondary Insurance box, and then click OK.

For more information, read the Assigning Secondary Insurance topic in Dentrix Help.

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