Processing insurance claims overview

For most offices, handling insurance claims is a big part of the practice management routine. Dentrix includes several features to simplify claim processing. Whether you mail claims or send them electronically, generate claims or pre-treatment estimates, or bill dental or medical insurance, using Dentrix makes completing these tasks easier.

You should create an insurance claim each time an insured patient receives treatment. You can create pre-treatment estimates when an insurance provider requires pre-authorization for treatment or when an insured patient requests a pre-determination of benefits for recommended treatment. Because of the differences in billing dental and medical insurances, claim processing is most easily explained by the following topics:

Processing dental insurance claims

Processing medical insurance claims

Posting batch check insurance payments

Posting batch electronic insurance payments

Sending claim attachments

Changing claim information

The topics listed below provide detailed instructions for creating, sending, and applying payments to claims.

Creating primary dental insurance claims

Deleting primary claims

Creating secondary claims

Deleting secondary claims

Posting dental insurance payments

Posting medical insurance payments

Splitting claims

Posting multiple payments to a claim

Deleting secondary claims

Viewing transaction links to insurance claims