Tips and Tricks to Searching and Linking

Trust Plans

Clients cannot search by carrier when the plan is administered by a trust. Here are two examples.

In the Dentrix Trojan Viewer a the mail claims to address will reflect the trust address.

After selecting the correct Trojan Employer, you have to select the Primary dental insurance. When selecting, the carrier name will show up as the trust name.

When a group has a special mailing address, such as a separate PO box or special administrator for the large group, the mail claims to address is different from the carrier address.

In the Dentrix Trojan Viewer a the mail claims to address will reflect the specific address.

After selecting the correct Trojan Employer, you have to select the Primary dental insurance. When selecting, the carrier name will show up as the special group name or union name. 

Linking Instructions    Clerk Files

In Family File with patient selected: 

1. Click on the Trojan icon   located on the toolbar to access the Trojan     

2. Viewer.

3. Choose Select Insurance Plan icon  located on the toolbar.

4. Type in the name of employer and click the double arrow button to the right.

5. Highlight the plan needed and click <OK>. This brings up benefit information.

6. Chose Add Plan to Dentrix icon.   Are you sure you want to add or update this plan in Dentrix? Click <YES>. Trojan insurance plan was added to Dentrix. Click <OK>.

7. Close the Trojan Viewer, and this brings you back to Family File.

8. Double click the employer block (if employer info already exists, click <Clear>).

9. Type in the name of the employer you just added to Dentrix, and click the double arrow button. 

10. Highlight the desired employer and click <OK>. This brings you back to Family File once again. 

11. Double click Insurance block (if employer info already exists, click <Clear>).

12. Leave Carrier line blank and click the double arrow button to the right.

13. In Select Primary Insurance window it will bring up the employer you just added to Family File.

14. Click the <TROJAN> button on the bottom of that screen to verify the Trojan plan you're selecting. 

15. If correct, close the Trojan Viewer, and click the <OK> button. 

16. To view plan just added, click Trojan icon.