Updating Patient Insurance Information

Insurance benefits can change from year to year. It’s important to update a patient’s insurance information so that benefits can be calculated correctly. This can be done right from the patient’s Insurance Information page; you can update the coverage table, maximum, deductibles, and insurance notes all in the same place.

Watch this video to learn how to update patient insurance information. (Duration: 1:32)

Important: There is now only one method to modify coverage tables or Required deductibles and Maximum benefit amounts. When accessed from the patient > Insurance Information page, they are view-only.

Additional Information

• If you change a coverage table, benefits, or plan notes, the changes affect all patients attached to that insurance plan.

• Exceptions can be added directly to the coverage table in cases where, for example, there is a downgrade such as a posterior composite. You can also add exceptions for procedures that are not covered or have an age restriction.

• Benefits used are calculated automatically when insurance payments are entered. They can however be updated manually if the patient used their benefit at another office.

• To learn more, read Updating insurance information for patients in the knowledge base.