Combine Insurance Plans
Use the Insurance Plans Combine tool to clean up duplicate insurance plans in the Insurance Plans list.
In Insurance Plans, at the bottom, is a Combine button.
Only combine plans as a cleanup measure. Multiple entries of an insurance plan in the list do 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 actual duplicates and not different plans from the same carrier. Combining is a permanent, irreversible change that does affect historical data on claims.
Before combining insurance plans:
Once it is determined that insurance plans should be combined (i.e., multiple instances of the same plan have been created by mistake) follow the steps below to to clean up the Insurance Plans list.
When combining plans I get the following prompt:
You are combining Category Percentage plan using Blue Book into a Category Percentage plan that is not using Blue Book and has a fee schedule assigned. Clicking Yes deletes all Blue Book data for the plan.
When combining insurance plans, I get the message: Merging is already in progress from workstation [computer name]. Please wait for them to complete and try again.
A merge is already in progress and must complete before another merge can be started. Once the merge is complete, a new merge can be started.
If a merge is not in progress on the computer listed, this indicates that a merge was interrupted before it could be completed (e.g., Open Dental closed unexpectedly). Re-do the merge on the listed computer to reset the merge in progress flag.