Dentalore system give the user to ability to configure insurance companies known as (Carriers).

To Configure Insurance Company (Carrier), follow the following:

• Press on your name at the upper right side and select “Settings”.
  
  
• Expand “Insurance” menu and select “Carrier“

Carrier Main Page

Carrier main page includes a grid view that lists all of the defined carriers all over the clinic (For all Branches).
– User has ability to search for a specific carrier from the Search box at the upper right side of the page, using the carrier’s name.

1) Add New Carrier

• Press “Add” button.
  
• New Page “Add Carrier” opens.
  
• “Add Carrier” page contains 4 sections to define the insurance company’s data which are:
  – Carrier Information Section
     — Active: Is a check box that’s ticked by default which means that the insurance company is active and could be selected for patients.
    — Payer ID: Is the identification number of insurance company.
    — Code: Is the unique code (ID) for each carrier.
    — Name: Is the carrier’s name and it’s the only mandatory field that user must fill-in to be able to save the insurance company.  
    — Email: Field to add the carrier’s email.
    — Website: Field to add the carrier’s website.
  >> Note that when the ‘Website’ is added then the ‘Name’ displayed in the (Name) column in the ‘Carrier’ main page displayed clickable and in blue color that once pressed, you will be directed to the added website.
  
    — Type: Is a drop down menu that contains 2 items (Dental and Medical) in order to select the type of insurance company. Default Selection is: Dental.

  – Address Information Section
    — Used to define the address of insurance company from the fields of: (Address 1, Address 2, State, Country, and Zip Code).

  – Phone Information Section
    — Used to add different phone numbers for the insurance company from the fields of: (Phone 1, Work, Mobile, and Fax).

  – Contact Section
    — Used to add information of a contact person in the insurance company from the fields of: (First Name, Middle Name, Last Name, Title, Phone, Mobile, and Email).

• Control buttons: 
  – “Save” button: Will save the new carrier and user directed to “Edit Carrier” page.
  – “Save&Close” button: Will save the new carrier and user directed to “Carrier” main page.
  – “Cancel” button: Will not save the carrier and user directed to “Carrier” main page.
• Fill-in required data and save the carrier.

2) Edit Carrier

• Press the “View” icon beside the required insurance company (Carrier).
  
• You will be directed to the ‘Edit Carrier‘ page to update required data.
  
• After saving the carrier, New Section “Audit Information” section displayed in the ‘Edit Carrier’ page that displays the following:
  – Created On: Date and Time when the carrier has been created for the first time.
  – Created By: Name of user who first created the carrier.
  – Updated On: Date and Time when the carrier has last updated.
  – Updated By: Name of user who last updated the carrier.

3) Delete Carrier
User has 2 ways to delete an insurance company (Carrier):
1- “Delete” icon in the ‘Carrier’ main page

• Press “Delete” icon beside required carrier.
  
• Popup “Delete Carrier“opens to confirm or cancel the deletion of selected invoice. 

2- “Delete” button in the ‘Edit Carrier’ page

• Press “View” icon beside required carrier.
• Press “Delete” button in ‘Edit Carrier’ page.
  
• Popup “Delete Carrier“opens to confirm or cancel the deletion of selected invoice. 
  

Note that:
1- In order to be able to delete a carrier then this carrier must be “Inactive“. Otherwise it will not be deleted.

2- Carrier that has a related defined insurance plans (Active or Inactive) can’t be deleted.