Let's take a look at how to add insurance details to a patient record, for Canadian Dentally users 🇨🇦
A patient's insurance details can be added and edited under the patient's 'Insurance' tab - the second tab from the left in the patient's record.
Add an insurance policy to a patient
To add a new policy:
While on the 'Insurance' tab, click on the button ‘+ Add Policy’ in the top right of the Insurance screen.
A table will appear listing available plans. Select from the list, or type in the carrier or number in the search box and select your chosen plan.
When you have selected your chosen plan, click the 'Select plan' button underneath the table. If you can't find the correct one, select 'Add plan' to create a new one.
Under the 'Plan information' section is the 'Policy information' section. Fill in all the required fields. You can also add dependents underneath by clicking the '+ Add dependent' button at the bottom.
When you have finished, click the blue 'Save' button in the top right.
📝 Please note: You can add multiple policies to a patient's record. Primary and secondary policies will be selected automatically in accordance with the claiming rules.
You can override this order by using the 'Reorder' button on the patient's 'Insurance' screen.
Run an eligibility check on a patient's insurance policy
If you wish to run an eligibility check on the policy, you click on the 'Run eligibility check' button, and it will check this directly with CDAnet.
🚨 Important to note: The policy can only be added to the Policy Holder's record. If the policy holder is not currently a patient at the practice, they will need to be added as a patient. Then the patient who wishes to use this plan can be added as a dependent by following step 4 above.