ES
SOP-CL-002 · v1.0
Jun 11, 2026

Remove Insurance Plan + Add Discount Plan in Open Dental

Claims · Plan switch in OD for DPP patients

Purpose

Remove the patient's traditional insurance plan and replace it with a Discount Dental Plan (DPP) in Open Dental.

Steps

1Find the patient

OD → search by name/chart number/PatNum.

2Family → Insurance tab

View patient's active plans.

3Remove insurance plan

Select plan → Drop → confirm termination date.

Verify NO pending claims against this plan before dropping.

4Add discount plan

Discount Plans → Add → select corresponding DPP → effective date.

5Recompute fees

Pending procedures recalculated with DPP discount %.

Stub: Flesh out with OD screenshots + list of BrandaCare-accepted DPPs.