Released 8/27/25
Options have been added to insurance plans. Currently, these options are for reference only. They have been added to allow you to capture values or information that previously had to be stored in the notes.
Note: In a future release, values for these options will be able to be imported so you won’t have to specify them manually.
To accommodate the addition of these options, the layout of the page for adding or editing an insurance plan has changed. In addition to the insertion of the new options, you will notice the following:
- The buttons are no longer stacked randomly. They now appear in a horizontal line and wrap to a second line as needed.
- The note box no longer appears in its own column (a third column). It now appears below the buttons in the second column.
Before
Now
New options
Eligibility coverage level
Indicates the type of coverage that applies to the plan.
Select one of the following options: Not Specified, Individual, Family, Employee Only, Employee and Spouse, Employee and Children, Spouse Only, Spouse and Children, Children Only, or Dependents Only.
Missing tooth clause?
Indicates if a missing tooth clause applies to the plan.
Select one of the following options: Not Specified, Yes, or No.
Crowns/Bridges paid on
Indicates if the plan guidelines base payment on the preparation or seat date for procedures such as crowns and bridges.
Select one of the following options: Not Specified, Prep Date, or Seat Date.