- Click the word “Setup” and choose the “Insurance” and “Insurance Plans” options from the drop-down box.
- Click the Add New Insurance button, and confirm the addition.
- On the Plan Setup (Step 1 of 4) screen, “Dental” should be indicated for the plan, and Plan Type should be indicated as “Managed Care.”
- The Employer Name should be indicated as “No Employer.”
- In the Cap Fee ID field, indicate the fee schedule name to which the managed care plan should be attached, i.e. “Aetna L.” If the plan as different co-payment amounts ($5, $10, etc), indicate the co-pay amount, i.e. “Aetna L $5.”
- Enter the Anniversary rollover date (month/day) in the indicated field. The default values of “01 01” indicate a benefit rollover of January 1.
- Indicate the appropriate selection regarding Fees to print on claims.
- Select the desired Print Options. Generally, for managed care plans, the “Print Claim with supplemental charges only (for managed care plans)” is selected.
- Click the 'Next' button to access Step 2.
Most Managed Care plans allow unlimited coverage per year. For that reason, “99999” is entered in both the Family Maximum and the Individual Maximum fields. Likewise, most managed care plans do not apply deductibles to dental treatment. Therefore, indicate “0” in the Family and the Individual Deductible fields. Applicable financial information can be entered for annual orthodontic coverage in the Individual Ortho Maximum field. Notations can be entered in the Notes field to indicate plan exclusions or limitations.
- Click the Coverage >> button to access Step 3.
For Managed Care plans, the normal percentage of carrier reimbursement is 0%. Therefore, there is no coverage category.
Click the Finish button and confirm the changes.