Verification
Check that the patient has active insurance coverage , including the type of plan (e.g., PPO, HMO) and specific coverages.
Uploading
After verifying coverage, the insurance details are uploaded to a management portal or patient management system, making it easier to track and access each patient’s information.
Assigning
The insurance plans are assigned to each patient in the system, allowing the dental office to confirm that the patient can be treated under their specific plan. This also ensures proper billing and authorization processes.