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Updating the Insurance Plan from the Patient Transaction Screen

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The insurance plan can be updated from the patient’s Transaction screen by following these steps:

  • Click on GoTo on the menu bar.
  • Click on Primary Insurance Plan or Secondary Insurance Plan.


  • Click on in the bottom right corner of the Transaction screen. Click on S for secondary plan information.
  • Click on the Edit button to make any changes. For example, you can edit the coverage percentage for “Restorative”.
  • You can click on the New button if you would like to type in a code, description, or fee. Fees entered here will overwrite your usual fees from Service Codes.

You can also click on the buttons at the top of the screen to edit Insurance Plan Percentages, Copy Codes (the entire Service Code list) into this plan, and you can Copy Insurance Plans.

By modifying benefits for one patient, you have modified benefits for everyone with the same employer, insurance company, and group number!

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