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Combine Insurance Plans

Only combine Insurance Plans as a cleanup measure. Multiple entries of an insurance plan in the list will not harm data. However, if you have duplicate plans that were inadvertently created when entering plan changes, combining can be useful.

Warning: Before combining, always make sure the plans are really duplicates. Combining is a permanent, irreversible change that will affect historical data on claims. Ask yourself:

  • Should the plans be combined? Verify that employer, group #, group name, plan details, plan notes, and benefit percentages are all the same.
  • Is there a good reason one plan is different? We recommend documenting reasons in the plan notes.
  • Which plan has the most recent, accurate information (and will be kept)? Only one plan's details and benefit percentages will be kept. Make sure you are confident when choosing the plan to keep.
  • Which plans will be combined into the 'kept' plan?

Note: Other Benefits marked as a patient override will not be lost when combining plans.

If you determine that multiple instances of the same plan have been created by mistake, and want to clean up the list, follow these steps to combine them.

  1. In the Main Menu, click Lists, Insurance Plans.
  2. Review each plan's details and benefits to determine which insurance plan you will keep and which plans will be combined into the 'keep' plan.
  3. Select the plans to combine. Click and drag or press Ctrl while clicking to select multiple. 
  4. Click Combine.



  1. Highlight the one insurance plan that will be kept. Only this plan's details and benefits will be kept.
  2. Click OK to combine.

All other plans will no longer appear in the list.

 

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