How do I attach Primary and/or Secondary Dental Insurance to a Patient?

Overview

This article outlines how to correctly assign Primary and Secondary dental insurance plans when creating or updating a patient in Denticon.

Selecting Primary vs. Secondary Dental Insurance

When entering a patient:

• Select “Primary Dental” if the patient has only one dental insurance plan.
• Select “Secondary Dental” if the patient has two dental insurance plans.

Note:
If “Secondary Dental” is selected, the “Primary Dental” checkbox will automatically be selected as well.

Attaching the Primary Insurance Plan

1. On the Primary Dental Insurance screen, locate the appropriate insurance plan to attach to the patient.
2. In the “search text” field, enter the first word of the plan you are searching for.
   • A minimum of two characters must be entered.
   • Do not include spaces.
3. Ensure the “search in” field is set to:
   • All Insurance Plans
4. Click SEARCH.

A list of matching insurance plans will display in a pop-up window.

1. Select the desired plan.

Once selected:

• The Carrier, Employer, and Plan fields will automatically populate based on the plan configuration found under: Setup > Insurance > Insurance Plan

Attaching Secondary Insurance (If Applicable)

If Secondary Dental was selected:

• After completing the primary insurance setup, you will be prompted to attach the Secondary Dental Insurance as the next step.
• Repeat the same search and selection process to attach the secondary plan.

Finalizing Insurance Details

1. Review and confirm the Subscriber Information.
2. Select the patient’s Relationship to Subscriber.
3. Click Save to complete the process.