To make a claim for a situation such as this is to paper-print a claim through reports/blank insurance forms:
- access the patient record
- click reports/blank insurance forms
- click the box for "Print Patient Information"
- type the patient's last name, and click the Search button
- use the calendar icons to change the dates, ensure the DOS date(s) are in the From and Through fields
- since you've got the proper insurance plans in the proper places (Primary, Secondary), the "Print Insurance" section should be correct
- Print/Preview
- Denticon suggests that you click the OK button to add a patient note. By doing so, you will have an entry in the Patient Notes that a claim was printed; there will not be a claim in the ledger to post payment toward. Instead, when the insurance money comes in, the insurance payment made through Transactions/Insurance Payment will go toward "Previous Balance."