Assigning an employer to a patient in Dentrix helps you group patients and makes it easier to find the patient’s insurance plan. When you attach an employer to a patient’s record, Dentrix uses that employer to look up the insurance carrier attached to that employer, making it easier for you to find the correct insurance plan for the patient.
Watch this video to learn how to assign an employer to a patient. (Duration 0:34)
Additional Tips
- If you don’t check to see if you have already entered the employer before you add a new employer, you may end up with duplicates. Since deleting duplicate employers can be time-consuming, ensure that the employer is not already in the database before you add a new one.
- To learn more about assigning an employer to a patient, read Assigning Employers to Patients in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software). - Michael Smith works for Chevron. Add this employer to his record.