Because your patients’ family situations will vary, there will be times when an active patient has insurance coverage through a subscriber who is not a patient in your practice. This can happen in cases of divorce when the non-custodial parent’s insurance covers a child. And even though the insurance subscriber isn’t a patient, you still need to add them to the active patient’s “family” in Easy Dental and then assign their insurance coverage to the patient.

Use the information below to add a non-patient subscriber to Easy Dental and then assign their insurance to a patient. This process can be a bit involved, so let’s break it down into four steps:

Step One: Select the Patient

Select the patient in Easy Dental who will have insurance coverage through the non-patient subscriber.

  1. In the Patient module, click the Select Patient/New Family button (Alt + S on the keyboard), search for the patient, and click OK.

Step Two: Add the Non-Patient to the Patient’s Family

Add the non-patient to the patient’s family. Insurance coverage cannot be assigned to a patient unless the insurance subscriber is part of their “family” in Easy Dental — even if the non-patient subscriber is not a blood relative.

  1. In the patient’s Patient module, click the Add New Family Member button (Alt + A on the keyboard).
  2. Enter the non-patient’s information in the Patient Information dialog box, and be sure to select Non-Patient from the Status menu.
  3. Click OK and choose Add As New Address if the non-patient’s address is different from the patient’s address.
  4. Then click OK.

Step Three: Assign Insurance to the Non-Patient

Assign insurance to the non-patient subscriber.
Note: You can assign primary insurance, secondary insurance, or both to the non-patient using the following steps for both insurance types.

  1. In the Patient module, from the family member List, double-click the non-patient’s name, and then double-click the Insurance Block.
  2. In the Insurance Information dialog box, ensure that the non-patient is selected as the Subscriber. If needed, select the Subscriber search button, select the non-patient, and click OK.
  3. Click the Carrier search button, select an insurance carrier, and enter the subscriber ID.
  4. Select the Signature on File options, as needed.
  5. Make sure that Self is selected as the Relation to Subscriber.

Step Four: Assign the Non-Patient’s Insurance to the Patient

With the non-patient added to the patient’s “family,” with their insurance attached, you can assign the non-patient’s insurance to the patient.
Note: There may be more than one patient in the family who is covered by the non-patient. If that is the case, repeat this step for each family member who needs insurance assigned to them.

  1. From the Family Member List, double-click the patient who should be assigned the non-patient’s insurance, and then double-click the Insurance Block.
  2. In either the Primary Insurance or Secondary Insurance sections, click the Subscriber search button, select the non-patient, and click OK.
  3. Change the Signature on File options, if required.
  4. If needed, correctly change the Relation to Subscriber option to something other than Self.
  5. Click OK to assign the non-patient’s insurance to the patient.
  6. Repeat this step as needed for other family members.

The patient is now assigned to the non-patient’s insurance!

To learn more, review the following topics in Easy Dental Help:

  • Assigning Insurance to Subscribers
  • Adding New Family Accounts
  • Assigning Insurance to Non-subscribers
  • Assigning Secondary Insurance to Non-Subscribers
  • Managing Unique Family Relationships