This topic was updated for changes made in Dentrix 24.6 (April 2024).
In Dentrix, you can assign primary insurance to a patient who is either a subscriber or a dependent. If patients are not assigned to an insurance plan–or worse, assigned to the incorrect insurance plans–claims cannot be properly generated and processed.
Watch this video to learn how to assign primary insurance to a patient. (Duration 0:47)
Additional Tips
- An insurance subscriber does not need to be the head of household/guarantor. Insurance subscribers can be any member of the family, regardless of household position or patient status.
- When the Head of Household is assigned as the subscriber of an insurance plan, for convenience, all family members added to the Family File afterward will automatically be assigned as dependents under the head of household’s insurance plan.
- To have the Signature on File options preselected for you, refer to the Courses for Managers topic, Setting Default Signature on File Options.
- To learn more about assigning primary insurance to a patient, read Assigning Insurance to Subscribers and Assigning Insurance to Non-Subscribers 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). - Assign any insurance plan currently in Dentrix to any patient, with subscriber ID 8535931 and both Signature on File options selected.