Business Matters

A Newsletter for DAISY Users

September 21, 2006

 

Tip of the Week

 

Situation

In setting up insurance coverage on an existing patient, I found the Insurance Plan that I want to assign to the patient, but it has a different Group Number. Should I create a new Insurance Plan, or change the Group Number on the existing Insurance Plan?

 

Solution

If the employer offers two different plans, they will have two different group numbers. In that case, create a new Insurance Plan (even if it's provided by the same Insurance Company).

 

If the employer has changed insurance companies (i.e. - the Insurance Plan you found is invalid), or the group number for the existing plan has changed, select the existing Insurance Plan. Make sure to open the Insurance Plan window after assigning the coverage and update the appropriate info (e.g. - Insurance Company, Group Number, etc).

 

Additional Info:

In the DAISY program, an Insurance Plan is the unique combination of 3 criteria:

1.  Employer

2.  Group Number

3.  Insurance Company ID

 

When searching for an existing Insurance Plan, find one that matches all 3 criteria. If you can't find a match, create a new Insurance Plan.

 

YOU ARE INVITED TO A DAISY USER MEETING

 

Get the most out of your DAISY system!  Uncover features you never knew existed, take the headache out of Month End Closing and learn how to protect your office against data loss.

 

Sign up for the meeting of you choice by emailing the names of attendees and date of the meeting to:

 

daisyinfo@daisydental.com

 

A confirmation notice will be faxed to you a week prior to the meeting.

 

Due to popular demand, we have added a December user meeting!

 

Dates and Locations: (please note meetings in red are full).

 

September 29th, Friday            Coos Bay

 

October 13th, Friday                 Bend

 

October 27th, Friday                 Medford

 

November 10th, Friday             Eugene

 

December 8th, Friday               Portland

 

January 12th, Friday                 Portland

 

February 7th, Wednesday         Portland

 

March 7th, Wednesday             Portland

 

Time:

 

9:00am to 1:00pm

 

Questions?  Call Oksana at 800-368-6401 ext 3458