SoftDent: How Do I Add an Insurance Plan to an Account's Guarantor?

Document created by chriscornett Employee on Jul 13, 2017
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Question:


How do I add an insurance plan to an account's guarantor?

 

Answer:

 

Use the following steps to add insurance coverage to an existing account.

1. Click "List" in the main menu bar.
2. Click "Account."
3. Highlight the desired account.
4. Double-click on the account to view the account information screen.
5. Click on the desired 
Guarantor tab under which the insurance is to be held.
6. Click on the drop-down arrow next to the "Dental Insurance" field.
7. Double-click on the desired insurance
plan from the list to associate it with the account.
8. Click "OK" to save the changes.

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