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




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.