Darla, your hygienist, has just finished with her 10 am patient, LeAnn, who was in for her scheduled cleaning. Darla pulls up the Appointment Book on her operatory computer and says to LeAnn, “We can go ahead and schedule your next cleaning right now, if you’d like.”
“Yeah, let’s go ahead and do that, but I want to make sure that it’s covered by my insurance.”
LeAnn doesn’t know exactly what her insurance coverage limitations are for a prophy, and when she tells Darla her insurance plan name, it’s not one that she recognizes, so she doesn’t know what LeAnn’s coverage is either.
In Dentrix G7.4, you can easily look up insurance coverage information, and then cross reference it with a patient’s continuing care due date schedule.
From the Family File, double-click the Insurance block, and click the Benefits/Coverage button to open the Dental Insurance Benefits and Coverage window. The selected patient is visible at the top of the screen. You can look under the Exclusions tab to see if there are any limitations or exclusions that have been entered for prophy procedures.
Dentrix G7.4 also includes a Continuing Care button at the top of the insurance information. Click this button to see the patient’s continuing care types, due dates, and prior treatment dates, which will help you to determine when to schedule the appointment so that it can be covered by insurance.
Being able to quickly cross reference a patient’s continuing care due dates and making sure that you are working within the limitations of their insurance coverage can save everyone a lot of frustration and out-of-pocket expenses.
For more information about information that is available in the Dental Insurance Benefits and Coverage window, see the following: