Fields that Trigger New Plan

To create a new insurance plan on the Insurance Plan window, the Create New Plan if needed radio button must be selected and at least one of the following field values must change.

Field = Db Column Name

Medical Insurance = IsMedical

Employer = EmployerNum

Carrier Information = CarrierNum

Group Name = GroupName

Group Number = GroupNum

Plan Type = PlanType

Use Alternate Code = UseAltCode

Don't Substitute Codes = CodeSubstNone

Claims show for UCR fee = ClaimsUseUCR

Hidden = IsHidden

Fee Schedule = FeeSched

Claim Form = ClaimFormNum

Patient Co-Pay Amounts = CopayFeeSched

Carrier Allowed Amounts = AllowedFeeSched

COB Rule = CobRule

Filing Code = FilingCode

File Code Subtypes = FilingCodeSubtype

Claim show base units = ShowBaseUnits

Ortho Claim Type = OrthoType

Ortho Auto Proc = OrthoAutoProc

Ortho Auto Fee = OrthoAutoFeeBilled

Auto Proc Period = OrthoAutoProcFreq

Wait 30 days before creating first automatic claim = OrthoAutoClaimDayWait

Plan Note = PlanNote

Trojan ID = TrojanID

Benefit Year (Benefit Info window) = MonthRenew

Don't Verify checkbox = HideFromVerifyList

Canadian Customers only:

Div. No. = DivisionNo

Dentaide Card Sequence = DentaideCardSequence

Plan Flag = CanadianPlanFlag