Very likely, the insurance plan was not attached to the patient at the time the treatment procedure was input.
Access the patient’s Ledger. All procedures that are claimable to insurance will have a “D” or “DD” indicated in the Bill column – “D” for single dental insurance, “DD” for dual dental insurance.
Locate the procedure that was not claimed on the original insurance claim. It should not have a “D” or “DD” in the Bill column. Click on the procedure’s date of service. Click the Delete button to delete the procedure.
Click the Add Procedure button to access the Transactions Entry screen. Choose the appropriate Transaction Date, and click the Go button to correctly access the particular transaction date. Enter the desired treatment procedure.
Access the Patient Ledger from the Account Ledger. The newly entered procedure will have a selectable box in the Prn column. Place a check mark in the box, and click the Create Claim button.
On the Primary Dental Insurance Claim screen, click the Save button if sending the claim electronically, or the Direct Print button if sending the claim via postal mail.