2026 Catalog: General Courses

This course is part of the EDR STAR Billing Series and provides an overview of insurance fundamentals and plan setup in Dentrix Enterprise [DXE]. Participants will learn how to setup insurance plans, assign coverage to patients, and understand the eligibility verification processes.
"Insurance Fundamentals
Basic insurance terminology
Impact of insurance on billing

Insurance Plan Setup
Create a new insurance plan
Required fields for accurate setup
Common setup mistakes to avoid

Assign Insurance to Patients
Attach a plan to a patient account
Verify correct plan assignment to subscriber and dependent[s]

Eligibility Verification Process
Steps to verify eligibility and benefits
Document verification results"

"Identify three [3] required fields to set up an insurance plan and send electronic claims.
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"Identify which person the insurance plan is attached to first: Subscriber or Dependent.
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List the steps involved in verifying insurance eligibility.

Theresa Romero — For follow-up questions, please contact the speaker at theresa.romero@aol.com.

The speaker has no conflicts of interest to report.

It is the policy of the Indian Health Service, Division of Oral Health, that faculty/planners disclose any financial or other relationships with commercial companies whose products may be discussed in the educational activity. The Indian Health Service, Division of Oral Health, also requires that faculty disclose any unlabeled or investigative use of pharmaceutical products and medical devices. Images that have been falsified or manipulated to misrepresent treatment outcomes are prohibited.

None of the faculty/planners for this activity has a conflict of interest, and there is no use of unlabeled or investigative pharmaceutical products or medical devices. No images have been falsified or manipulated to misrepresent treatment outcomes.The educational objectives, content, and selection of educational methods and instructors are conducted independent of any commercial entity.

The IHS Division of Oral Health is an accredited sponsor of continuing education under the American Dental Association Continuing Education Recognition Program (CERP). ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the IHS at IHS CDE Coordinator or to the Commission for Continuing Education Provider Recognition at CCEPR.ada.org

None

Please Make Checks Payable to: Indian Health Service.

Tuition must be paid in full 8 weeks prior to the start date of any course. Request for refunds must be received in writing at least two weeks before the course begins. For each refund request, there will be an administrative charge of $100. No refunds will be made to registrants who fail to attend a course. If IHS CDE program cancels a course, then 100% of the tuition will be refunded.