Import Ins Plan 834
In the Manage Module, click Import Ins Plans.
The Import Ins Plan 834 feature is only available when Public Health is turned on. It is a very specific function that imports data in 834 format. 834 files are Benefit Enrollment and Maintenance files that contain patient and insurance plan information. Importing a file can update patient information if a matching record already exists and create patient records if they don't.
Import Path: Insert the path where the 834 file exists, or click [...] to navigate to the file.
Refresh: Click to refresh list.
The oldest file will highlight in yellow. Click OK to open the file and view patients. If Open Dental is able to automatically match a patient to an existing patient record (based on last name, first name, birthdate) the PatNum field will include the patient's Open Dental number.
To manually attach a patient to an existing record, double-click the patient row, then select the patient.
Automatically create new employers when importing plans for unknown employers:
Automatically create new patients when importing plans for unknown patients:
Drop all existing patient plan when importing new plans:
Click OK to begin importing patients and insurance information. A confirmation window will open.
Click OK again to begin. Depending on the size of the file, it may take some time. A progress indicator will update status of the import. Minimizing the screen may reduce import time.
When the import is complete, a window will open listing the changes that were made.
To print the list, click Print. Click OK to close.