Change Insurance Plan Information
When a patient's Insurance Plan information or benefits change, updates also need to be made within Open Dental. The steps to take depend on the scenario.
If a patient has a brand new plan, employer, carrier, etc., we recommend dropping the plan, not changing an existing plan. Dropping a plan will not change historical information, but changing plan information can. If in doubt, drop the plan, don't change it. See Drop Insurance Plan.
Create new plan if needed: When Fields that Trigger New Plan are changed, a brand new plan is created for the subscriber (and any dependents). Changes to Benefit Information alone do not trigger a new plan.
Change plan for all subscribers: Changes, limited to Fields that Trigger a New Plan (linked above), will change for all subscribers. To enable this option by default, enable InsPlan option at bottom 'Change Plan for all subscribers', is default. in Preferences
If an employer's name changes, update it via the Employers List. It will be updated for all patients with the plan.
If there is no claim history for the insurance plan, in the Edit Insurance Plan window, click Change and select the new subscriber.
If there is claim history for the insurance plan, the subscriber cannot be changed. Instead, drop the insurance plan and create a new one with the new subscriber information.
Always change carrier contact information via the Carriers List. It will be updated for all patients with the plan.
When multiple subscribers have the same plan, plan information can be changed for all subscribers at once. Usually this is only done when plan information is incomplete or inaccurate. Most changes will not affect historical estimates or claims. Changes can made via the Insurance Plans List or from a subscribing patient's Edit Insurance Plan window.
From the Insurance Plan List:
From a subscribing patient:
Follow these steps to change plan information and/or benefits for one subscriber only. These steps will create a new insurance plan.
Moving subscribers is useful at the beginning of a benefit year when insurance plans may change for a group of subscribers. It will move subscribers of one plan to another plan, and drop the old plan. The move is irreversible. See Move Subscribers.
Use the Check Ins Plan Fee tool to check which fee schedules are assigned to insurance plans and, if needed, quickly change the assigned fee schedule. Fee schedules can be changed for multiple plans at once. See Check Ins Plan Fees for more detailed steps and the password that is required.
Creating a New Plan for Dependents
If a new plan is needed for the dependents on a plan, a new plan must be created instead. The same plan cannot be split between the subscriber and dependents.
Creating a New Plan with Different Benefits
If an existing plan is selected, the radio button setting is Create New Plan, and changes are made to insurance plan information fields, close the Edit Insurance Plan window before adding or editing benefit information for the new plan. If the window is not closed first, and benefit amounts are edited, any benefit changes will apply to both the new plan and all subscribers of the original plan.