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Insurance Carriers List 

The Insurance Carriers List is a master list of all carriers. Carriers are automatically added to the master list when you enter carrier information on a Insurance Plan, but you can also add carriers that are not attached to any plan.

In the Main Menu, click Lists, Insurance Carriers, or on the Edit Insurance Plan window click [...] next to Carrier.

The number of plans a carrier is attached to is indicated in the Plans column. To narrow or sort the list of carriers, enter filter criteria:

  • Carrier/Phone: As you type, only matching entries will list.
  • Show Hidden: Include/exclude carriers that have been marked Hidden.
  • CDAnet Only:  Show only CDAnet carriers in the list. (Canadian Dental Association)

To update carrier information, double click it.

If multiple entries for the same carrier exist due to data entry errors, you can combine them. See Combine Insurance Carriers.

Add a Carrier

  1. Click Add.

  1. Enter information.
    Carrier ID: A system generated unique identifier that is useful for third party reporting.
    Name, Phone, Address, Address2
    ElectID:  The electronic ID used if submitting E-claims. Insurance companies will provide you with the correct number. 
    Don't Usually Send Electronically:  Check this box to send claims by paper instead (e.g. if the carrier does not accept electronic claims.)
    Carrier Group: Only visible if carrier group names exist in Definitions, Carrier Group Names. Select a carrier group to associate to the carrier. Useful for queries.
    Hidden:  Hide this carrier so it is no longer available as a selection.
    Appt Text Back Color: Color used in Appointment View when 'Insurance Color' is selected.
  2. Click OK to save.

Ins Plan Subscribers:  Indicates how many insurance plan subscribers use this carrier. Click the dropdown to see all subscribers.
Delete:  You can not delete a carrier that is in use, but you can combine carriers. 


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