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  1. Planet DDS
  2. Setup
  3. Updating Plan Information

Updating Plan Information

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  • We updated our default insurance categories, but our patient's plans did not update. Why?
  • Is there a way to edit a locked plan?
  • The benefits for a plan have changed for all employees. Can I make changes to the insurance plan – changes in benefit anniversary date, in benefit coverage, in benefit maximum and deductible amounts?
  • We have patients attached to an insurance plan and noticed the plan information is different than it should be (different carrier/group#/employer). What is the best way to make changes to this plan?