Claims Manager window

The Dentrix Claims Manager window lists all of your claims and includes toolbars providing you with access to selected Dentrix applications and tools.

Side panel

To open the Claims Manager side panel, click the desired patient in the claims list.

The side panel contains a toolbar from which you can open other Dentrix modules and features and three tabs: Summary, Insurance, and Attachments.

Toolbars

The Dentrix Claims Manager window includes two toolbars to provide easy access to other Dentrix modules and features.

Icon

Name

Description

 

Appointments

Click to open the Appointment Book.

 

Office Manager

Click to open the Office Manager.

 

Collections Manager

Click to open the Collections Manager.

 

Payment Agreement Manager

Click to open the Payment Agreement Manager.

 

Batch ERA

Click to open the Batch Insurance Payment Entry window.

 

Resource Center

Click to open the Resource Center website.

 

 

Icon

Name

Description

 

Ledger

Click to open the Ledger for the selected patient.

 

Claim

Click to open the Insurance Claim window for the selected patient.

 

Patient Chart

Click to open the Patient Chart for the selected patient.

 

Family File

Click to open the Family File for the selected patient.

 

Document Center

Click to open the Document Center for the selected patient.

 

Insurance Data

Click to open the insurance data for the selected patient.

Benefits and Coverage

Click to open the Dental Insurance Benefits and Coverage window for the selected patient.