Tuesday, February 17, 2015

Updating Secondary Insurance

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. The Primary Dental Insurance Claim window opens.
  3. Double-click the Subscriber Information block. The Patient/Insurance Information dialog box appears.

  4. Check the Update Secondary Insurance box, and then click OK.
Need more insurance tips? Attend our Spring 2015 Dentrix Workshop titled Insurance: Billing and Collections Workshop in a city near you.  For a list of other Dentrix workshops offered, visit www.dentrix.com/training/workshops.

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