After you have added a third party to your organisation's database, you must attach a plan to it for the purposes of working with the third party in Dentrix Ascend. The plan can have the same name as the third party.
Tip: You can also add a plan when you are attaching a third party to a patient.
To add a plan to a third party
How to get there
On the Home menu, under Third-Parties, click (or tap) Third-Parties.
The Third-Parties page opens.
On the Third-Parties page, select a third party.
Tip: To help you locate a third party quickly, in the Filter box, enter part or all of a third party's name to filter the third party list so that it displays only those third parties that match what you enter.
The options to edit the third party become available.
Under Plans, click (or tap) Add Plan.
The options for adding the third-party plan become available.
Enter the plan name, and set up the other options as needed.
Set up the following options:
Plan - The name of the third-party plan. The plan can have the same name as the third party.
Group # - The group plan number.
Address - The address where claims for the third-party plan are sent.
Phone - The third-party plan administrator's contact phone number and extension (if applicable).
Fax Number - The fax number of the third-party plan administrator.
Contact - The name of the third-party plan administrator.
Email - The third-party plan administrator's email address.
Benefit Renewal Month - The month that the third-party plan's benefits reset.
Type - The plan covers dental or medical procedures.
Note - A note that is specific to this third-party plan. You can enter text, such as information from the third party. Also, you can insert a date if needed. The note is accessible from all patient records that have this third-party plan attached.
Click (or tap) Save.