Insurance Plan with Different Coverage Levels

These are Insurance Plan Types that provide different coverage levels per patient on the plan.


  1. Enter the insurance plan for the subscriber with the subscriber's benefit information.
  2. Add the insurance plan to other family members (non-subscribers).
  3. For family members that have a different coverage level, add an Other Benefit.
    1. On the Insurance Plan, double click Benefit Information.
    2. Click Add under Other Benefits.
    3. Check Patient Override.
    4. Select the category affected.
    5. Enter the percentage covered for this year.
    6. Select a Coverage Level of Individual.
    7. Click OK.

In the benefit grid this benefit row will have an X in the Pat column to indicate it applies to this patient only. In this example, restorative procedures for this patient are only covered at 50%.