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Lmason
Canine II

Maintenance of insurance and employer list in SoftDent

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We have had SoftDent for many years and our insurance and employer list is out of control.  We have duplicates, old insurance co and old employers.  What is the best way to clean up these lists?  How do you recommend you keep them cleaned up?

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Community Manager
Community Manager

Re: Maintenance of insurance and employer list in SoftDent

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@softdentgirl or @d_canales do either of you have any suggestions on this?  

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CS Dental Employee
CS Dental Employee

Re: Maintenance of insurance and employer list in SoftDent

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The Employer list, the Ins Plan list, and the Ins Co list all have an option to "Replace ID" located on the blue Express Bar (typically the left hand side of the screen).  The purpose of this option is combine duplicate records.  

To use, simply highlight the duplicate record, click the option to "Replace ID" on the left then enter the ID number you'd like to keep.  This will merge the records thus making any patients attached to the employer or insurance plan that is removed part of the plan that is kept.  

Another option for old/out-dated plans/employers that may no longer exist, is to inactivate them.  (You can determine if there are any patients attached to an Insurance plan buy selecting the "Show Insured Patients" option also on the Express Bar.)  Inactivating can be completed by editing the record and checking the "inactive" box in the bottom left-hand corner.  

While the clean up is manual, and can be time-consuming, it is recommended and meticulously searching existing records before adding new ones, and periodically looking at the list to ensure correctness will help prevent it from being necessary again in the future.  

I hope this information is helpful.  Thanks for being part of The Exchange Community! 
Danelle
App Spec