Import Ins Plan 834
In the Manage Module, click Import Ins Plans.
The Import Ins Plan 834 feature is only available when Public Health is turned on. It is a very specific function that imports data in 834 format. 834 files are Benefit Enrollment and Maintenance files that contain patient and insurance plan information. Importing a file can update patient information if a matching record already exists and create patient records if they don't.
Under Import Path, click [...] to select the folder where the 834 file exists. All files that exist in the folder will list. The oldest file will be highlighted yellow and processed first.
Click OK to open the oldest file (highlighted yellow). A list of all patients in the file will open. If Open Dental is able to automatically match a patient to an existing patient record (based on last name, first name, birthdate) the PatNum field will include the patient's Open Dental number.
To manually attach a patient to an existing record, double click the patient row, then select the patient.
Check or uncheck the Automatically create new patients when importing plans for unknown patients.... box.
Click OK to begin importing patients and insurance information. A confirmation window will open.
Click OK again to begin. Depending on the size of the file, it may take some time. A progress indicator will update status of the import. Minimizing the screen may reduce import time.
When the import is complete, a window will open listing the changes that were made.
To print the list, click Print. Click OK to close.