Update Patient Benefit Information

• Upon insurance verification of an individual patient’s benefits, how do I update the benefits remaining for my patient?
• We notice that the insurance plan assigned to the patient reflects the Anniversary Date when benefits reset. How can we update the Anniversary Date and ensure it updates all patients assigned to this plan?
• We have patients who have dental insurance. We notice a magnifying glass icon next to the word "Primary" and "Secondary.” How can we check the insurance eligibility of an individual patient?
• We have patients who have dental insurance. We sometimes notice a blue square ”C” icon next to the word "Primary" and "Secondary". When we mouseover the icon, the hovertip reveals that the eligibility is verified. How does this happen?
• We have patients who have dental insurance. We sometimes notice a yellow triangle icon next to the word "Primary" and "Secondary". When we mouseover the icon, the hovertip reveals that the eligibility was not verified. Why is this so?

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