Insurance history allows users to record previous treatment dates for procedures completed outside the practice.
In an Insurance Plan, click Hist.
Alternatively, in the Family Module, at the bottom of the insurance plan, double-click the insurance history grid.
Tracking insurance history is useful when using Frequency Limitations. By entering the previous date for procedures completed outside the office, Open Dental can calculate frequency limitations accurately.
Edit which procedure codes are assigned to a category in the Treatment Plan Module Preferences.
There are a number of ways insurance history can be updated.
Option 1: Manually enter the procedure date.
Enter the date the procedure was completed, then click OK. The first procedure code entered in the Treatment Plan Preferences will be entered as an Existing Other procedure in the Chart Module
Option 2: Import dates.
If using Electronic Eligibility and Benefits, this information can be updated.
Option 3: Complete procedures.
When an applicable procedure is set complete, and attached to a received claim, the date will update.