How do I add insurance to dentrix?
Adding insurance plansOn the Home menu, under Insurance, click (or tap) Carriers. ...Select an insurance carrier. ...Under Plans/Employers, click (or tap) Add Plan. ...Enter the plan or employer name, and set up the other options as needed. ...Click (or tap) Save.
How do I pull an insurance report in dentrix?
From the Reports menu in the Office Manager, click Ledger > Insurance Claims to Process. The Insurance Claims to Process Report dialog box appears. Select Dental to include dental insurance carriers or Medical to include medical insurance carriers. Type the Report Date you want to print on the report.
How do I change my insurance subscriber in dentrix?
To change the subscriber and plan, click (or tap) in the Subscriber box, search for and select a different provider, and then select a plan. To change only the plan, select a different plan for the selected subscriber.
How do I print a list of patients by insurance on dentrix?
To generate the Insurance Carrier List: From the Reports menu in the Office Manager, click Reference > Insurance Carrier List. The Insurance Carrier List dialog box appears. Enter a Report Date you want to print on the report.