ICE Logo

Thank you for using ICE Health Systems. If you require additional assistance, please contact your ICE Health Systems representative using one of the methods indicated on the right side menu.

9.2.3 Assigning Insurance to a Patient

A: Assigning a Non-Electronic Insurance Plan to a Patient

B: Assigning an Electronic Insurance Plan to a Patient

C: Assigning a Family Insurance Plan to a Patient


 

A: Assigning a Non-Electronic Insurance Plan to a Patient.

 

  • 1. Click the Scheduling icon  in the ICE Dental menu bar.
  • 2. Type a patient’s name or code in the Patient Search text box at the top right corner of the menu bar. Click to choose the patient and a Patient Registration dialog box will appear.

  • 3. Click the Insurance tab to view the patient’s insurance plans. There are two categories for non-electronic plans (patient and family plans). And two categories for electronic plans.

9.2.31

  • 4. Click Add Own Non-Electronic Insurance. A dialog box will display a list of enabled Insurance Payers. To add or enable another payer, click Manage Payers and please see instructions from Adding and Enabling Insurance Providers 9.2.2.

  • 5. Select a checkbox for an Insurance Payer (under the Select column).
  • 6. Click an option box (bottom left) to indicate whether the insurance payments will go to the patient or to the practice.
  • 7. Fill out any additional insurance information by typing in the appropriate text box or click to choose from a drop-down list.
  • 8. Click Save.
  • 9. An Estimation Summary is displayed in the top right-hand corner. Edit the insurance estimations and plan details  by following the instructions from Assigning Insurance Estimations 9.2.4.

 



 

B: Assigning an Electronic Insurance Plan to a Patient.

 

  • 1. Click the Scheduling icon  in the ICE Dental menu bar.
  • 2. Type a patient’s name or code in the Patient Search text box at the top right corner of the menu bar. Click to choose the patient and a Patient Registration dialog box will appear.

  • 3. Select the checkbox for Online Insurance Claims (located directly below the Insurance tab).
  • 4. Click the Insurance tab to view the patient’s insurance plans. If Online Insurance Claims has been selected in the Personal Information tab, there will be two categories for electronic plans (patient and family) in addition to the two categories for non-electronic plans.

  • 5. Click Add Own Electronic Insurance. A dialog box will display a list of enabled Insurance Payers. To enable another payer, click Manage Payers and please see instructions from Adding and Enabling Insurance Providers 9.2.2.

  • 6. Select a checkbox for an Insurance Payer (under the Select column).
  • 7. Select an address (under the Action column). To add or change an address, click Manage Addresses.
  • 8. Click an option box (bottom left) to indicate whether the insurance payments will go to the patient or to the practice.
  • 9. Fill out additional insurance information by typing in the appropriate text box or click to choose from a drop-down list.
  • 10. Click Save.
  • 11. An Estimation Summary is displayed in the top right-hand corner. Edit the insurance estimations and plan details  by following the instructions from Assigning Insurance Estimations  9.2.4.

 



 

C: Assigning a Family Insurance Plan to a Patient.

 

Set up Family (please see Patient Families 4.2.7).

An insurance plan must first be assigned to the family member, please see A or B above,
for instructions.

 

  • 1. Click the Scheduling icon  in the ICE Dental menu bar.
  • 2. Type a patient’s name or code in the Patient Search text box at the top right corner of the menu bar. Click to choose the patient and a Patient Registration dialog box will appear.

  • 3. If the family member uses an electronic insurance plan, select the checkbox for Online Insurance Claims (located directly below the Insurance tab).
  • 4. Click the Insurance tab to view the patient’s insurance plans. There are two categories for non-electronic plans (patient and family plans).  If Online Insurance Claims has been selected in the Personal Information tab, there will also be two categories for electronic plans (patient and family).

  • 5. Click either Add Family Electronic Insurance  or Add Family Non-Electronic Insurance.

  • 6. To choose the family member with the insurance plan, click the Family Member list box, and then click to choose the person.
  • 7. To choose the insurance provider, click the Select Insurance Payer list box, and then click to choose the company.
  • 8. Fill out additional insurance information by typing in the appropriate text box or click to choose from a drop-down list.
  • 9. Click Save to return to the Patient Registration dialog box.