You can delete exceptions that have been added previously to a coverage table that is attached to an insurance plan.
Tip: You can delete exceptions in a coverage table when you are editing an insurance plan that is attached to a patient's record, and you can delete exceptions in any of the coverage table templates.
Note: The exceptions in coverage tables are used by Dentrix Ascend to automatically calculate insurance estimates. If a patient has dual coverage, the exceptions of the primary insurance coverage are used. Also, a posted procedure with an exception will have a warning icon next to it in the following areas of Dentrix Ascend: in the Enter payment dialog box, in the Enter credit adjustment dialog box, on the Payment tab of the Patient Walkout dialog box, and on the treatment plan case preview page. You can click a warning icon to view the details of the exception for the corresponding procedure.
To delete an exception
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
The options for editing insurance information become available.
How to get there
On the Home menu, under Insurance, click (or tap) Carriers.
The Insurance Carriers page opens.
Select an insurance carrier.
The options for editing the insurance carrier become available.
Under Plans/Employers, select an insurance plan.
The options for editing the insurance plan become available.
Do one of the following:
While viewing an insurance plan that is attached to a patient's record, click (or tap) Coverage Table.
While viewing an insurance plan that is associated with a specific insurance carrier, click (or tap) Coverage Table.
The Coverage Table dialog box appears.
Click (or tap) Manage Exceptions.
The Exceptions dialog box appears.
Select an exception.
The options for editing the exception become available.
Click (or tap) Delete.
A confirmation message appears.
Click (or tap) Delete.
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