Editing insurance claim remarks

You can set up a library of custom notes in Dentrix. These notes serve as templates that you can draw from. You can use the text of any note without changing it or customize it as needed, depending on the situation for which you are adding a note.

Insurance claim remarks describe any unusual procedures or services that you may have performed and provide clarification for your patients' insurance providers. You can also add or delete insurance claim remarks.

To edit an insurance claim remark

1.   In the Maintenance menu in the Office Manager, point to Practice Setup > Custom Notes, and then click Claim Remarks Setup.

The Custom Claim Remarks Setup dialog box appears.

2.   Select the claim remark that you want to edit, and then click Edit.

The Edit Custom Claim Remark dialog box appears.

3.   Make any necessary changes to the description and/or note.

4.   Click OK to save your changes.