Printing claims

You can print claims that were created previously but not sent to insurance carriers.

Note: Printing a claim with a Queued status will stop the claim from being sent to the carrier.

To print a claim

1. Do one of the following:

   • On the Unsent Claims page, click (or tap) a claim. Claims displayed in the color green have a Ready status.

     Important: Fix the problems for claims with a Warning (yellow) and/or Needs Attention (red) status before attempting to print the corresponding claim. To view and edit claim details, click (or tap) a claim.

     

   • On a patient's Insurance Claims page, click (or tap) a claim with a status of Unsent.

     

   • On a patient's Ledger page, click (or tap) a claim with a status of Unsent.

     

   The Claim Detail dialog box appears.

   

2. If the claim does not have any electronic attachments, to create a .pdf file of the claim, which you can print, click (or tap) Print.

   A Ready to Print message appears.

   

3. Click (or tap) Print.

   A .pdf file is created and appears on a new browser tab.

   Note: For a pre-printed Denti-Cal claim form, the .pdf file has claim information only (no boxes, lines, or labels).

4. Click the Print this file button .

   A print preview appears.

5. If the claim is to be printed on a pre-printed Denti-Cal claim form, put a pre-printed Denti-Cal claim form sheet of paper in your printer; otherwise, make sure that there is a blank sheet of paper in your printer.

6. Make sure that the correct printer is selected, and then click Print.