We want to make sure that all our insurance claims are able to be generated. How are we able to understand if we need to correct the billing order for posted procedures?

When a patient’s record has insurance attached prior to posting a procedure to the Ledger, the claimable procedure has a “D” (or “DD”) in the Bill column. The “D” indicates the procedure is claimable to only one insurance plan; “DD” indicates a claim may be generated to Primary and Secondary insurance.
When a procedures is posted prior to insurance attachment to the patient record, the procedure will not have the “D” designation in the Bill column. The procedure will need to be corrected regarding the billing order before a claim may be generated:

• If the procedure was posted on a prior date, access the Ledger (or Transaction Entry) screen
• If the procedure was posted on the current date, access the Transaction Entry screen
• Click on the date for the desired procedure
• Click the Advanced button
• Change the Billing Order column from “None” to “Dental”
• Accept the recalculation change
• Click the Save button

To generate a report to understand which patient records must be edited regarding the billing order:

• Click the word “Reports” and select  “Insurance Reports” 
• Select the “Unbilled Report Due to No Insurance” 
• Input the desired searchable report parameter(s)
• Click the  button to generate the report to Adobe Acrobat Reader^®