You can open the Claims Manager from the Ledger or the Office Manager toolbars.
To open the Claims Manager
1. To open the Claims Manager, click the Claims Manager toolbar button.
The Dentrix Claims Manager window appears.
2. To view a patient's claim information, click the patient's name.
The selected patient's claim information appears in the Patient Information pane.
search for claims, do one of the following:
· Set a date range under Sent Date by clicking the down arrow and then selecting the desired range in the calendar.
· Click the down arrow, and then click the desired time from the list: Today, Yesterday, Last 7 days, Last 30 days, Last 3 months, Last 6 months, Last 12 months, or Year To Date.
· Type the desired date in the Search text box.
Note: You can also search for claims by column: Sent/Batched, Last Updated, Patient Name, Carrier Name, Status, or Age (days).
All claims in the date range appear.
3. To view a specific claim, select it from the list.
The details of the selected claim appear, including Procedures, Attachments, and Claim Status Notes.
4. To add a Claim Status Note, click the Add/Edit Status button.