Setting up automatic claim attachment settings

In Dentrix, you can attach claim attachments automatically.

To set up automatic claim attachment settings

1.   In the Document Center, click Setup, and then click Automatic Claim Attachment Settings.

The Automatic Claim Attachment Settings dialog box appears.

2.   To change the default settings for attaching documents, set the Only attach documents newer than parameters by selecting a number from the list, and then one of the following options:

·        Day(s) ago –

·        Week(s) ago –

·        Month(s) ago –

·        Year(s) ago –

3.   To change the Requirement Type, select the document type, click the corresponding Requirement Type cell, and then select one of the following:

·        None –

·        Diagnosis –

·        Full Mouth Series –

·        Intra-oral Photo –

·        Narrative –

·        Panoramic Film –

·        Periodontal Charting –

·        Report –

·        X-RAY –

·        Invalid –

4.   Click OK.