View Insurance Subscriber screen. View Video, 2 min. 15 sec.

Insurance information in an account centers around the Insurance Subscriber screen.  This screen holds the information of the insurance subscriber and his or her employer and the associated insurance carrier. For a full understanding of this screen it is useful to understand Diamond Dental Software’s insurance file structure.

Insurance File Structure Overview
Accounts that have insurance have an "Insurance Subscriber."  Insurance Subscribers have "Employers" and "Benefit Plans."  The Benefit Plan has, among other things, an "Insurance Carrier."  Employers, Carriers, and Benefit Plans are stored in separate tables. In order to get a better understanding of the file structure being used, view the schematic diagram of the insurance file structure.  This diagram shows the Account record (responsible party record), with its associated Patient records.  The Patient records are linked to, and therefore are a part of, the Account record.  The Insurance Subscriber record is also linked to the Account record.

The Employer table exists on its own and is not attached to the Account record.  However the Subscriber record links to one of the Employers in the Employer table.  Also the Benefit Plan table exists on its own with the Subscriber record linking to one of the Benefit Plans in the Benefit Plan table.  Likewise, the Carrier table exits on its own and is not part of the Account record, but has an indirect connection to the Account through the Benefit Plan record which links to it.

The Patient and Subscriber records are part of the Account record. Together they make up an insurance account.  The Employer table, Benefit Plan table, and  Carrier table are all independent of the Account record, but are associated with it through links.

This type of centralized organization is advantageous.  Suppose you have 50 patients who work for Lockheed.  You create a Lockheed employer record.  One employer record for Lockheed is all that is required.  Each Insurance Subscriber that works for Lockheed uses this Lockheed employer record.  Suppose Lockheed changes its address.  It is not necessary to go into each of the 50 accounts and change the employer address.  Simply change the address of the Lockheed employer record and, by so doing, you have changed the employer address for all accounts that use that employer record.  One operation instead of 50.

Insurance Subscriber Information
After filling out the responsible party’s information on the Account Entry screen, click the Insurance button on that screen to open the Insurance Subscriber screen.