Setting up Insurance correctly is one of the most important tasks to be mastered. It is the foundation for good financial management. In Power Practice, it is the combination of three pieces of information that creates a Unique Policy: Employer Name, Insurance Company, and Group Policy Number.
Based on this principle, once a unique policy is created, it is then available in the system to be utilized by subsequent patients who have identical insurance. It is important to note that future changes to the parameters of the dental insurance will affect all families that share the Unique Policy. This can be a time saver for the office, but should be something to consider when making a change to a group number.
Searching for an Insurance Policy
From the Insurance Screen:
- Click the Create Record icon.
- Select the Policy Holder from the drop-down list.
NOTE: If the Policy Holder is not in the drop-down list, they must be added to the account prior to this step. - Click Find.
- Enter the Group Number into the Criteria field.
- Click the Search for Data icon.
If the Policy is not found, click the “X” in top right hand corner of screen to close (Go to 3.2 to continue).
If found, highlight Policy and click OK (Go to 3.3 to continue).
