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SoftDent: How Do I Add a New Insurance Plan to the Insurance Plan List?

SoftDent: How Do I Add a New Insurance Plan to the Insurance Plan List?


How do I add a new insurance plan to the insurance plan list?


The following steps detail how to add an insurance plan to SOFTDENT Software.

  1. Click List in the main menu bar.
  2. Select Ins. Plan.
  3. Highlight any existing insurance plan in order to make the plan list active.
  4. To add a new insurance plan, press <Aon the keyboard or click Add.
  5. Enter the name of the insurance plan.
  6. From the "Associated ID" category, add an Insurance Company by selecting the drop down arrow next to the field labeled Insurance Co..
  7. Find the appropriate insurance company. Select an insurance company from the list. If the insurance company is not listed, then it will be necessary to add one.

    Enter the following information:

  • Insurance Company name
  • Address & Phone number
  • ECS Information if client uses E-Services (Payer Type, Payer ID, Prov/Prac ID)
  • NEA information
  • Contact Information

  1. Select OK to process the entries and close the insurance company window. The "Insurance Plan" window will be displayed.
  2. Select the drop-down arrow and select the "Mail to" address.
  3. Select the drop-down arrow and select the "Default Employer".
  4. Select the drop-down arrow and select the "Pre-Auth Mail to".
  5. Enter the plan's phone numbers, (Fax, Eligibility, etc.).
  6. Enter the plan's Group Number.
  7. Enter the Plan Type.

  • Dental
  • Medical

  1. Select the Estimation Type for the plan:

  • Flat Fee
  • Percentage
  • DMO Capitation
  • %PPO
  • Flat Fee PPO
  • Flat Medicare
  • Medicaid

  1. Drop the list down and select the plan Subtype associated with the Estimation Type.

  • Self Pay
  • Other Non-Federal Programs
  • Preferred Provider Organization
  • Point of Sale
  • Exclusive Provider Organization
  • Indemnity
  • HMO Medicare Risk
  • Dental Maintenance Organization
  • Health Maintenance Organization
  • Blue Cross/Blue Shield
  • Champus
  • Commercial Insurance
  • Disability
  • Federal Employers Programs
  • Liability Medicaid
  • Medicare Part B
  • Medicaid
  • Managed Care Non-HMO
  • Other Federal Programs
  • Self Administration

  1. Select the yellow Coverage tab to edit the coverage information:

  • Deductible
  • Percentages
  • Wait Period
  • Months

  1. Select the red Claim Filing tab and check the required boxes associated with plan requirements.

  • Print Claim Form #
  • Pre auth required
  • Benefits to Patient
  • Subtract Deductible First
  • ECS Capable

  1. Click OK to save the plan.
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Revision #:
1 of 1
Last update:
‎07-12-2017 03:14 PM
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