Insurance History

Insurance history allows users to record previous treatment dates for procedures completed outside the practice or quickly see the last date your practice completed procedures that are attached to received claims.

In an Insurance Plan, click Hist.

Alternatively, in the Family Module, at the bottom of the insurance plan, double-click the insurance history grid.

The Insurance History window opens.

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.

Procedures codes assigned to each category are determined by Preferences, Insurance History. Only one procedure code should be set in each category.

Updating Insurance History

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 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.

  • If the date is from a Completed procedure and a user attempts an edit, the new date will only show if it is more recent than the Completed procedure's date.
  • Entering a procedure as Existing Other in the Chart Module does not update the Insurance History.
  • If insurance benefits were used outside the office, see Adjustments to Insurance Benefits.
  • If a recall appointment was completed and the date entered in Insurance History, the Recall due date for the patient will update.