Changing claim information overview

When you create an insurance claim, a standard set of information is used to fill out the claim. If you need to add non-standard information to a claim, you can edit the claim information from the Primary Dental Insurance Claim window. You can open the Primary Dental Insurance Claim window from the Ledger in one of the following ways:

Double-click an existing claim.

If you have not yet created a claim for procedures posted on the current date, from the Insurance menu, click Today's Procedures.

If you have not yet created a claim for procedures posted on a day other than the current date, select the procedure or procedures, then from the Insurance menu, click Selected Procedures.

The Primary Dental Insurance Claim window consists of the following blocks:

Subscriber Information

Billing Provider

Rendering Provider

Pay-To Provider

Claim Information

Diagnostic Codes

Procedure Information

Payment Information

Adjustment Information

Claim status notes

Insurance Plan Note

Remarks for Unusual Services