Do you have insurance plans entered into Dentrix where the differences between them are superficial — like group numbers — but the payment table information is the same?

With Dentrix G7.4, you can now copy entire payment tables from one insurance plan to another plan, making it easier to update similar coverages! Just change the individual payment information that is unique to the plan you are updating.

Here’s how:

1. In the Office Manager, click Maintenance > Reference > Insurance Maintenance.
2. Select the carrier into which you want to copy another plan’s payment table. Then, click the Benefits/Coverage button.
3. Click the Payment Table tab.
   
4. Click the Select Insurance Plan to Copy From button.
5. Select the carrier that you want to copy the payment table from and click OK.
6. Review the payment table and edit as needed.
7. To undo your changes, click Undo.
8. When finished, click Save.

Repeat this process for any other plans with similar payment table information.

Additional Information

• Updating benefit and coverage information will affect all patients covered by the updated insurance plan.
• You can copy a payment table from one plan to another and then edit the entries that need to be changed without recreating the entire plan.
• You can access the Dental Insurance Benefits and Coverage dialog box from a patient’s Family File. In the Family File, double-click the patient’s Insurance Information box and click the Benefits/Coverage button. Then click the Payment Table tab.
• Read the Dentrix Magazine article titled, An Easier Way to Manage Patient Insurance Details.
• Read Copying Payment Tables from Insurance Plans (from the Office Manager) and Copying Payment Tables from Insurance Plans (from the Family File) in Dentrix Help.