When dealing with patients and insurance companies, you know you can spend hours each day on the phone or on the web verifying insurance eligibility. Wouldn’t it be nice to free up this time for more important activities?  

With the release of Dentrix Enterprise 11.0.2 Component Update 6, you now can! With Automated Insurance Eligibilities, you can ensure your clinics have insurance eligibility data prior to each patient’s appointment. Assure your patients that they are covered, and get your eClaims process started smoothly.  

Note: This feature requires enrollment in eClaims and Automated Eligibility. 

how it works

When you are staring down a full schedule, you can tell at a glance which patients’ insurance benefits have been verified with Automated Insurance Eligibility Verification

In the top-right corner of each appointment, the Patient Insurance Eligibility icon will show you the status of their eligibility verification.  

A white E on a green background indicates the patient is eligible for benefits. 

A white E on a red background indicates the patient is not eligible for benefits.

A black E on a yellow background indicates eligibility has not been verified. 

Note: This icon refers only to the primary dental insurance. Eligibility for other levels of insurance can only be viewed in the patient’s Family File record or by right-clicking the icon on the appointment. 

setting up options for automated insurance eligibility

Once you have purchased and installed the Automated Insurance Eligibility Verification* service, there are several Eligibility Options you will need to set up. You can access these settings from the Central clinic. In the Office Manager, from the Maintenance menu, point to Practice Setup, and then click Integration Settings

*Note: Call Sales at 833-HS1-SALES, or contact your Customer Success Manager, for pricing to use this service, to sign up for eClaims or Data Services accounts, and to enroll in eligibility verification. 

The Insurance Eligibility Check runs every 60 minutes.  This cannot be changed. 

You also have the option to set how many days’ worth of appointment information you want sent at each request. For example, if you set this to 2 days, the service will check for any eligibility information, starting from today’s date, for appointments to up to 2 days in advance.  

You can also set up the types of coverage you want this service to verify. For example, you can select Primary Dental up to Quaternary Dental coverage. At least one check box must be selected.  

You will also want to set up how long a verification of insurance eligibility is valid. You can do this from the Practice Defaults dialog box.  

Once you have the Automated Insurance Eligibility Verification service set up, Dentrix Enterprise will automatically check insurance eligibility for you. Just check the Patient Insurance Eligibility icon for each appointment.  

If you want more detail about the patient’s dental insurance coverage, right-click the Patient Insurance Eligibility icon on the appointment and select the coverage type you want to view.  

The viewer window will appear and from there you can review the patient’s insurance coverage if desired.  

Additional information