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.
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.