Adding insurance carriers

Dentrix maintains a database of insurance companies, so you only need to enter the insurance information once.

To add an insurance carrier

1.   In the Maintenance menu in the Office Manager, point to Reference, and then click Insurance Maintenance.

The Insurance Maintenance dialog box appears.

2.   Click New.

The Dental Insurance Plan Information dialog box appears.

3.   Provide the following information:

·        Carrier Name - Type the insurance carrier's name.

Note: To ensure that you have not added the carrier previously, click the search button. The Select Dental Insurance Plan dialog box appears from which you can search for the carrier by name, employer, group plan or number, local number, address, or payor ID.

·        Group Plan - Type the group plan name or click the search button to select a group plan. If you do not have a group plan name, use the employer name.

·        Employer - Click the search button to select an employer. Dentrix links the insurance plan with the employer so that, when you enter patients with this employer in the Family File, you can search by employer for the correct insurance plan.

·        Address - Type Insurance carrier's street address, city, state, and ZIP code.

·        Phone - Type Insurance carrier's phone number and extension, if applicable.

·        Contact - Type the name of your contact at the insurance carrier.

·        Group # - Type the plan number. If the plan is a union plan, type the local chapter's number.

·        Last Update - Type the last date that you updated the insurance information. Dentrix does not update this field automatically.

·        Benefit Renewal - Select the month that the yearly insurance benefits renew for insured patients.

·        Claim Format - Select the appropriate format from the list for printing claims for the selected carrier.

Note: For dental insurance plans, you can print the standard ADA form DX2003 using a laser printer. You can also send DX2003 claim forms electronically. If printed, Dentrix includes both the insurance claim form and the information for the claim. The DX2003 form lets you create most insurance forms, but some carriers require their own form and will not accept standard ADA forms. Dentrix integrates with many forms. If you need to use a carrier-specific form, contact Dentrix Support for help in setting this up.

·        Alt Code - (Optional) Select an alternate code for the selected carrier. Defaults to the ADA procedure codes.

·        Fee Schedule - Click the search button to attach a fee schedule to the insurance carrier.

Note: If you attach a fee schedule to the carrier, Dentrix uses that fee schedule instead of the fee schedule attached to the patient’s primary provider. However, if you selected a fee schedule for the patient, Dentrix uses that fee schedule instead of the one attached to the carrier.

·        Payor ID - Relates to Dentrix eClaims. If you subscribe to Dentrix eClaims, type the ID or click the search button to select one.

·        Provider ID Setup - Click the button to specify a specific insurance ID for a provider. For information on how to set up multiple IDs for a provider, click Customizing provider ID codes.

·        National Plan ID - Relates to Dentrix eClaims. If you subscribe to Dentrix eClaims, type the ID for the carrier.

·        Source of Payment - Relates to Dentrix eClaims. If you subscribe to Dentrix eClaims, select the appropriate source for the carrier from the list.

4.   Under Insurance Claim Options, do one or more of the following:

·        Replace initial character of procedure code with - Select if the carrier requires the new ADA CDT-3 or CDT-4 codes, and you have not converted all of your codes to this format. Type the appropriate letter to replace the initial character of each procedure code, such as "D."

·        Do Not Include Dental Diagnostic Codes - Select to exclude dental diagnostic codes on claims.

·        Do Not Include Group Plan Name - Select to exclude the group plan name from printing on the claim or from being sent electronically.

·        Do Not Bill to Dental Insurance - Select to prevent creating batch insurance claims for the carrier, to have Dentrix ask if you want to include or exclude procedures flagged as "Do Not Bill to Dental Insurance" when you create a claim, and to exclude procedures from the Procedures Not Attached to Insurance report. For more information, see Batch processing primary dental insurance claims.

·        Print Name for Provider's Signature on Claims - Select to print the provider's name on claims instead of the provider's signature.

5.   Click OK.