Follow the steps below to change Insurance entries.
1. Open the Clipboard of the patient in question.
2. Click Insurance.
3. Locate the insurance information that is incorrect (Primary, Secondary, etc.).
4. Change the incorrect insurance information's button setting from its present position to the desired position, according to the guidelines below.
***IMPORTANT NOTE - When assigning new coverage for the first time on a dependent's Clipboard (such as a child's Clipboard or a spouse's Clipboard), it is necessary to add the coverage onto the Clipboard of the Insured Party FIRST. For example, when a father brings his son into the office for an Appointment and presents his new insurance card, this new insurance information should be placed directly on the father's Clipboard, at which point the software will automatically make the identical changes on the son's Clipboard. It cannot be done the other way around.***
5. When the Pick List appears, highlight the desired selection.
6. Click OK to make the change, and close the Pick List.
7. Click OK to close the Insurance page of the Clipboard.
Carestream Dental LLC
3625 Cumberland Blvd. Ste. 700
Atlanta, GA 30339
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