Description
This Quick Guide lists all the topics that were covered in the Insurance Setup Workflow training, along with links to other Community Quick Guides and training videos. This can also be used as a checklist to make sure the user can perform all of the tasks that were covered in the training.
Contents
The following topics are included in this Guide:
1 - Overview of the Insurance Module
3 - Plan Information
4 - Coverage Details
6 - Entering an Existing Insurance Policy
7 - Managing Insurance Coverage
8 - Entering a New Policy, Plan and Carrier
10 - Insurance Management
11 - Additional Resources
Section 1: Overview of the Insurance Module
Tasks:
☐ View insurance details from Sidekick
☐ Learn the 3 module sections
☐ Open Policy Information page
Resources:
Article: Accessing Sidekick
Article: Understanding Module
Tasks:
☐ Understand plan & subscriber info
☐ Renewal months, start/end dates
☐ Assignment/non-assignment options
☐ Relationship to subscriber fields
Resources:
Article: Policy Info Guide
Video: Policy Info Video
Tasks:
☐ Plan name, carrier, group & division
☐ Fee guide fields & effects
☐ Claim filing types
☐ Insurance plan notes
Resources:
Article: Understanding Plan Information
Article: Adding a Fee Guide
Video: Fee Guides Explained
Tasks:
☐ Understand individual and family annual maximum fields
☐ Know how to enter deductibles
☐ Understand how to edit Coverage and Payment Tables
Resources:
Article: Entering Coverage Details
Video: Coverage Video
Section 5: Carrier Information
Tasks:
☐ Understand the Carrier name, carrier ID, and address
Resources:
Article: Updating Carriers
Video: Understanding Carrier Information
Section 6: Entering an Existing Insurance Policy
Tasks:
☐ Search for the plan name and fill out policy information
☐ Add a non-patient subscriber
Resources:
Article: Replacing Expired Policy
Article: Adding Non-Patient Subscriber
Video: Attaching Plans Video
Section 7: Managing Insurance Coverage
Tasks:
☐ Learn how to manage family coverage
☐ Change a plan from primary coverage to secondary
☐ Inactivate a policy (Historical Policies)
Resources:
Article: Changing Primary to Secondary
Video: Managing Coverage Video
Section 8: Entering a New Policy, Plan and Carrier
Tasks:
☐ Enter a new plan
☐ Set up Plan Details (age limits, frequencies, deductible frequencies)
☐ Set up as a PPO or in-network plan
Resources:
Article: Insurance Plan Details Overview
Video: Adding a New Plan Video
Tasks:
☐ Understand how to properly edit Policy Information
☐ Understand how to edit Plan Information
Resources:
Article: Editing a Policy
Article: Editing a Plan
Section 10: Insurance Management
Tasks:
☐ Access Insurance Management in Administration
☐ Understand the available management options
Resources:
Article: Edit Carriers in Admin
Video: Insurance Plan Management
Section 11: Additional Resources
Resources:
Video: Eligibility Requests Video
Video: Benefits Advisor Video
Video: Same-Day Claim Pay Video
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Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
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Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
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