Updated 9/27/2019

Are you looking for a fast way to verify if a patient is eligible for insurance benefits on the day of treatment? The Dentrix Insurance Manager can quickly and accurately help you determine if a patient will have coverage on the day of an appointment.

You can also quickly see if a patient is eligible for benefits, with the Eligibility icon located on the face of the appointment:

A blue E on a white background indicates that the patient is eligible for benefits, and the description in the Appointment Information dialog box reads YES.

A gray E on a yellow background indicates one of the following:

• The patient’s eligibility could not be verified, possibly because of incorrectly entered or missing information. The description in the Appointment Information dialog box reads OTHER.
• The patient’s eligibility has not been checked or entered for the past five days.

If the Eligibility icon does not appear, and the description in the Appointment Information dialog box is blank, the patient’s eligibility has never been checked or entered.

For more information, read the Helping Patients Own Their Insurance Benefits article in Dentrix Magazine. Or visit the Dentrix Insurance Manager webpage to sign up.