Attaching Plan to Patients
- Can I attach an insurance plan to a patient after I entered the patient’s information?
- How do I attach Primary and/or Secondary Dental Insurance to a Patient?
- How do I attach an insurance plan to additional family members?
- We have two family members with the same insurance plan but are self-subscribers to the plan. How can I assign the plan to each family member with different subscriber information?
- Our office utilizes family accounts, so multiple family members are assigned to one Responsible Party. Each member of the family has the same insurance plan, but each is supposed to be a self-subscriber. How do we assign the plan in this scenario?
- How do I attach a secondary insurance plan?
- When we attach a Secondary insurance plan to a patient, one of the fields in the Subscriber Information section is “Sec. Sub Rel to Prim. Sub,” and has a selection list. What is the “Sec. Sub Rel to Prim. Sub” field?
- We have a patient who has three insurance plans. How do we add the patient’s third insurance plan?
- When we attach a third insurance plan to a patient, one of the fields in the Subscriber Information section is “Ter. Sub Rel to Prim. Sub,” and has a selection list. What is the “Ter. Sub Rel to Prim. Sub” field?
- We have a patient who has four insurance plans. How do we add the patient’s fourth insurance plan?
- When we attach a fourth insurance plan to a patient, one of the fields in the Subscriber Information section is “Qua. Sub Rel to Prim. Sub,” and has a selection list. What is the “Qua. Sub Rel to Prim. Sub” field?