Searching for claims

In the Claims Manager, you can search for claims by date, date range, or column. You can also re-sort the claims list by clicking the column name.

To search for a claim

1.   To open the Claims Manager, in the Ledger or the Office Manager, click the Claims Manager toolbar button.

The Dentrix Claims Manager window appears.

2.   To search for unsent claims, clcik the Unsent tab, and then in the Search text box, do one of the following:

Sent – Type the claim's sent date.

Last Updated – Type the date the claim was last updated.

Patient Name – Type the first few letters of the patient's name.

Carrier Name – Type the first few letters of the carrier's name.

Status – Type the first few letters of the status type batched, created, sent, and so on).

Age – Type the number of days.

Attach – Type yes or no.

3.   To sort the claims list by column, click the column name.

4.   To add and/or remove columns, click Table.

A list appears.

5.   You can customize which columns you want to hide or make visible.