How to Mark Procedures as Billable to Dental Insurance

Overview

If a procedure is not marked as billable to dental insurance, it will not be eligible for claim creation. This article outlines how to review and correct the billing order for procedures to ensure they are properly billed to a dental insurance carrier.

For a procedure to be billable to an insurance carrier, the “Bill” column must contain a D or DD in the ledger.

Steps to Correct the Billing Order

1. Open the Ledger
   • Navigate to the patient’s ledger.
2. Select the Procedure
   • Click on the Date of Service for the procedure that needs to be corrected.

     

3. Access Advanced Settings
   • Click on the Advanced button.

     

4. Update Billing Order
   • Change the Billing Order to Dental.
5. Save Changes
   • Click Save to apply the update.

     

6. Repeat as Needed
   • Repeat the above steps for each procedure that needs to be billed to dental.

Next Step: Create the Claim

Once all procedures are updated, the Create Claim button will become available. 

Make sure all procedures are checked; Click Create Claim to generate the dental insurance claim.