Note: So that an insurance claim can be made, insurance must be attached to the patient before treatment procedures are entered.
Primary insurance plan details must be entered before treatment is entered. Single dental insurance is indicated as “D” in the “Bill” column of the Ledger.
Post the treatment procedure from the appointment in the Scheduler. The system will return the user to the Transactions Entry screen of the patient record. The completed procedures are highlighted and have a check mark in the “Prn” box. Click the Create Claim button to access the Primary Dental Insurance Claim screen.
Office-internal notes can be entered in the Claim Notes field.
Claim narrative notes can be entered by clicking the Claim Fill-out Information button. Enter the narrative notes in the Remarks section. If necessary, complete the remaining fields in the Dental Insurance Fill-out Form. Click the Save button to return to the insurance claim screen. You can also attach images if the claim requires so.
If necessary to print a hard-copy of the claim, click the Direct Print button. If the claim is to be sent electronically, click the Eclaim button. Each action will place a Pri Claim line in the Account Ledger. Each action will return the user to the Account Ledger.