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Assignment of insurance benefits directly to the dentist is managed in the Practice Configuration screen and is turned on for most offices as a default. The default assignment on a claim can be changed if the insurance payment should be sent directly to the patient and not assigned to the dentist. The change must be made prior to submission of the insurance claim.

Changing Assignment of benefits on a Claim:

  1. From the Claim History screen, open the appropriate New or Pending claim detail by double clicking on it
  2. Select the General Claim Information tab
  3. Uncheck the Benefits Assigned checkbox
  4. Save and close the claim detail

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