Insurance Code Editor

Use the Insurance Code editor to create the list of CDT/ADA codes, ICD-9 codes and ICD-10 codes you use for identifying the diagnostics and services you perform for your patients. These codes can be linked to your dental procedures to provide efficient and consistent insurance processing.

Click to OpenInsurance Code Settings and Options

Open the Editor - Select Editors from the Tools section of the Home ribbon bar. Then, from the Insurance section, open the Insurance Codes editor. (You can also use the Search field to look for the editor you want to work with.)

Choose Code Type - Use the options at the top of the window to select whether you want to work with CDT/ADA, ICD-9, or ICD-10 codes.

Edit Existing Record - The existing list of insurance codes for the selected type appears alpha/numerically by code. You can click a record, then edit the insurance code and description as needed (the default fee column is for your internal reference only). You cannot, however, change the insurance code type (CDT/ADA. ICD-9, or ICD-10) once a record has been created. You may also click a column heading to re-sort your list by that column, and to reverse the sort order.

Create New Record - Be sure the appropriate insurance code type is selected, then click New at the top of the editor window to create a new record. Then, use the empty record at the top of the list to enter the code number, description, and default fee (the default fee column is for your internal reference only).

Click to OpenInactive Option

Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

Click to OpenSave Changes

Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Click to OpenUse Insurance Codes

Assign Insurance Codes to Miscellaneous Charges - Assign insurance codes to your miscellaneous charges to ensure proper insurance claim submission for the fees. See "Miscellaneous Charge Editor" for details.

Assign Insurance Codes to Insurance Detail Records - Assign required treatment and diagnostic codes for your patients in their Insurance Detail records to facilitate filing accurate insurance forms. See "Patient Insurance Page" for details.

Assign Insurance Codes to Dental Procedures - Assign insurance codes to your dental procedures to assure proper insurance claim filing. See "Dental Procedures Editor" for details.