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Where does Pearl gather patient insurance information from in my PMS?

Precheck uses patient information from your Practice Management System to search and provide eligibility and benefit details. Read on to see which fields are used.

Open Dental

Member ID

The Eligibility Member ID pulls from the Subscriber ID field under the Primary Insurance Plan in Open Dental.

  1. In Open Dental, open the Family tab, then select the patient in question
  2. Locate the Subscriber ID field

To edit, double click the cell next to Subscriber ID, then add the updated member ID into the Subscriber ID field under Subscriber Information

Payer ID

The Eligibility Payer ID pulls from the Payer ID field in Open Dental.

  1. In Open Dental, navigate to Setup > Family / Insurance > Payer IDs
  2. Payer ID is listed in the Payer ID column

  1. To edit, double click the insurance in question, then enter the Payer ID in the Payer ID field

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Eaglesoft

Member ID

The Eligibility Member ID pulls from the Primary Member ID field within Preferences in Eaglesoft.

Click here to learn why we use the Primary Member ID in Eaglesoft versus the Carrier ID.

  1. In Eaglesoft, open the Person List
  2. Double click on the patient in question
  3. Click Preferences
  4. Ensure the patient’s member ID is entered into the Primary Member ID field

Payer ID

The Eligibility Payer ID pulls from the Claim Payer ID field in Eaglesoft.

  1. In Eaglesoft, go to Lists > Insurance Companies
  2. Select the insurance in question and click Edit
  3. Ensure the patient's Payer ID is entered into the Claim Payer ID field

Dentrix

Member ID

The Eligibility Member ID pulls from the Subscriber ID # field within Dentrix.

  1. In Dentrix, open the patient’s Family File
  2. Double click the Primary Dental Insurance field
  3. The patient's Member ID is entered into the Subscriber ID # field

Payor ID

The Eligibility Payor ID pulls from the Payor ID column in Dentrix.

  1. In Dentrix, open the Dentrix Office Manager
  2. Click Maintenance > Reference > Insurance Maintenance
  3. The patient's Payor ID will be listed under the Payor ID column

  1. To edit, double click on the insurance in question
  2. Enter the Payor ID in the Payor ID field. Or, you can click > next to the field to utilize Dentrix's Payor ID lookup feature to look up the ID by Payor Name