Performing daily tasks

This workflow document provides instructions for the tasks that are done daily at any time during the day.

1. Scheduling

Scheduling appointments for new patients

You can schedule an appointment for a patient that has not been seen at your office before.

To schedule an appointment for a new patient

  1. On the Schedule menu, click (or tap) Calendar.

    The Calendar page opens.

  2. On the Calendar page, navigate to a day or week.

  3. Do one of the following:

    • Click (or tap) an open time slot.

    • On the Actions menu, click (or tap) Create Appointment.

    The Appointment Information panel opens.

  4. Verify that the patient does not already exist in your practice database:

    1. Click (or tap) in the Search existing patient/household box.

    2. Start typing a patient's first name, last name, chart number, or phone number (at least the first four digits). Continue typing as needed to narrow the search results list.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

    3. Do one of the following:

      • If you do not find the patient, proceed to the next step.

      • If the patient and no other members of the household have patient records, you can add a household (multiple patient records with the same primary contact). On the results list, click (or tap) the Create new household option, add the household members, and then click (or tap) Save. After creating those patient records, schedule an appointment for any of those patients as you would for an existing patient.

      • If the patient already has a patient record, click (or tap) that patient name, and then schedule the appointment as you would for an existing patient.

  5. On the results list, click (or tap) New patient appt.

    The options for the new patient's appointment become available.

  6. Enter the patient's name, birth date, select the procedures that are to be performed, and set up the other options as needed.

    Set up the following options:

    • Patient - Finish typing the patient's first and last name.

    • Gender - Select the patient's gender.

    • Birthdate - Enter the patient's birth date.

    • Status - By default, all new appointments have Unconfirmed selected, but you can select a different status if necessary. The corresponding status icon appears on the appointment (for example, Unconfirmed is a question mark ).

    • ASAP - Select this check box if the patient wants to be contacted if an earlier date and/or time becomes available. With this option selected, the patient will show on the ASAP List. With this option selected, the patient will show on the ASAP List, and an ASAP icon appears on the appointment.

    • Needs Follow-up - Select this check box if any of the procedures for this appointment require you to follow up with the patient after his or her visit. The patient will show up on the Patient Follow-up list after his or her appointment.

    • Premedicate - Select this check box if the patient prefers to be medicated before any of the procedures are performed or if any of the procedures require premedication.

    • Procedure(s) - Click (or tap) in the box, begin typing procedure code, multi-code, or description, continue typing as needed to narrow the results, and then select the appropriate procedure from the results list. To select other procedures, repeat this process.

      When you are searching for a procedure, procedures appear in the results list not only according to your search criteria but according to the selected filter.

      Select one of the following procedure filters as needed:

      • Carrier procedures - Only the carriers' allowed procedures are available. If the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers, Carrier procedures is selected by default.

      • Location procedures - Only the location's allowed procedures are available. If the patient is not covered by an insurance carrier that the provider is contracted with, Location procedures is selected by default.

      Note: Carrier procedures is available only if the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers. Location procedures is available for any patient.

      Important: If you schedule an appointment using a multi-code that includes some procedures that are not allowed by the the location or any of the patient's carriers, those procedures will not be attached to the appointment.

      If you select a procedure that is associated with a recare type, that recare type is attached to this patient's appointment. On the Appointment Information panel, a recare procedure that is attached to an appointment has a green stripe.

      Tip: To remove a procedure from the appointment, click the corresponding Remove button .

    • Other - Enter a reason, other than that of the selected procedures, for the appointment.

    • Operatory - Select an operatory from the list. If you selected a time slot in step 3 while viewing by operatory, an operatory is already selected, but you can select a different one. Alternatively, to quickly change the operatory, click (or tap) and hold and then click (or tap) an open time slot in a different operatory.

    • Appointment Provider - Select an appointment provider from the list (only providers who have access to the current location are available). If you selected a time slot in step 3 while viewing the schedule by provider, a provider is already selected, but you can select a different one. Alternatively, if you are viewing the schedule by provider, to quickly change the provider, click (or tap) and hold and then click (or tap) the column of a different provider. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

    • Other Provider - Select a secondary provider, such as a hygienist, for the appointment from the list. A colored box (determined by the provider color assigned to this provider) appears on the appointment. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

    • Date - The date being viewed on the schedule is already selected by default, but you can change it. Click (or tap) in the box to select a different date. Alternatively, if you are viewing the schedule by week, to quickly change the date, click (or tap) and hold and then click (or tap) an open time slot on a different date.

    • Time - Click (or tap) in the box, and then enter a time. If you selected a time slot in step 3, the time is already entered, but you can change it. Alternatively, to quickly change the time, click (or tap) and hold and then click (or tap) a different open time slot.

      Tip: You can enter a time using various formats. For example, you can type 08:30, 8:30a, or 8:30 AM; 8a or 8am; 13:30, 1:30p, or 1:30 PM; or 1p or 1pm.

    • Length - The length of the appointment is determined by the selected procedures or the specified time range, but you can change the length as needed. The end time of the appointment changes accordingly.

    • Note - Enter a note regarding the appointment. To insert the current date where the text cursor is positioned in the field, click (or tap) Insert Date. If there is an appointment note, a note icon appears on the appointment.

    • Contact Info - On the Contact Info tab, you can view or update the patient's contact information, contact preferences, and automated reminders preference (this option is available only if the patient is the primary contact for himself or herself or anyone else and has a supported mobile phone number). Any changes that you save from the appointment will be reflected in the patient's record.

      The patient's primary contact also appears.

      Tips:

      • To change the primary contact person for the patient, click (or tap) Edit . In the search box, begin typing the contact's name, continue typing as needed to narrow the results, and then select the appropriate name from the list of matching results. Or, to make the patient whose appointment you are viewing the primary contact, click (or tap) Switch to "Self" at the bottom of the results list.

      • To assign the primary phone number of the patient's primary contact (if different from the patient) as the primary phone number of the patient on the appointment, click the Copy Up button . To assign the patient's primary phone number as the primary phone number of the patient's primary contact (if different from the patient), click the Copy Down button .

    • Rel. Appts - On the Rel. Appts tab, you can view the appointment information for other members of the patient's household who have appointments scheduled on the same day as this appointment. For your reference, the number of related appointments, if any, appears next to the name of the tab.

    • Med. Alerts - On the Med. Alerts tab, you can add medical alerts to the patient's record as needed.

  7. Click (or tap) Save.

    Note: A patient record with minimal information is created for the patient.

Adding new households (when scheduling new-patient appointments)

A household in Dentrix Ascend is a group of patients with the same primary contact person. You can create patient records, at one time, for members of a household. When you create a household, all members of that household are assigned the same specified primary contact person by default (you can change the primary contact for a patient at a later time as needed).

To add a new household

  1. When you are attempting to schedule an appointment, from the results list of the Patient Search box on the Appointment Information panel, click (or tap) Create new household. This option is available only when what you have typed in the search box narrows the results list enough.

    Notes:

    • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

    • If none of the household members have patient records, you can create a household. If some but not all of the household members have records, you can re-create the household, adding the additional household members and making sure that all household members have the same address, primary contact, and primary guarantor. However, if you do not want to re-create a household, you can schedule new-patient appointments individually for the household members that do not have records and then edit their patient records later (ignore the steps that follow).

    The Create new household dialog box appears.

  2. Enter the first household member's name (first, last, and middle initial), gender, birth date, and preferred name (if applicable).

  3. For each additional household member that you want to add, click (or tap) Add Patient, and then enter that household member's name (first, last, and middle initial), gender, birth date, and preferred name (if applicable).

  4. The first adult you enter for the household is assigned as the primary contact and primary guarantor by default. However, you can specify a different household member to be the primary contact and primary guarantor or specify one household member to be the primary contact and another to be the primary guarantor. To change the primary contact person, click (or tap) a Primary Contact icon to assign the corresponding patient as the primary contact. To change the primary guarantor, click (or tap) a Primary Guarantor icon to assign the corresponding patient as the primary guarantor. The corresponding icons change from gray scale to color to indicate which patient or patients are selected as the primary contact and primary guarantor . Minors cannot be primary contacts or guarantors.

    Note: If any of the household members listed already have patient records, when you save the household, the primary contact person, primary guarantor, address, and primary phone number in those patients' records will be updated accordingly. If a patient listed should have a different primary contact person, primary guarantor, address, and/or primary phone number than the other household members, remove that person from the list by clicking (or tapping) the corresponding Remove icon .

  5. Under Household Contact, enter the address and a phone number for the specified primary contact person for the household.

  6. Click (or tap) Save.

    Note: Patient records with minimal information are created for the patients. If you were attempting to schedule an appointment when you decided to add the new household, you can now schedule the appointment, as you would for an existing patient, for one of the patients in the new household.

Scheduling appointments (for members of a new household)

On the Appointment Information panel, you can schedule an appointment for one of the members of a new household.

To schedule an appointment for a member of a new household

  1. Click (or tap) in the Search existing patient/household box. Start typing a patient's first name, last name, chart number, or phone number (at least the first four digits). Continue typing as needed to narrow the search results list. Click (or tap) a patient name.

    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

    The options for the patient's appointment become available.

  2. Select the procedures that are to be performed, and set up the other options as needed.

    Set up the following options:

    • Status - By default, all new appointments have Unconfirmed selected, but you can select a different status if necessary. The corresponding status icon appears on the appointment (for example, Unconfirmed is a question mark ).

    • ASAP - Select this check box if the patient wants to be contacted if an earlier date and/or time becomes available. With this option selected, the patient will show on the ASAP List. With this option selected, the patient will show on the ASAP List, and an ASAP icon appears on the appointment.

    • Needs Follow-up - Select this check box if any of the procedures for this appointment require you to follow up with the patient after his or her visit. The patient will show up on the Patient Follow-up list after his or her appointment.

    • Premedicate - Select this check box if the patient prefers to be medicated before any of the procedures are performed or if any of the procedures require premedication.

    • Procedure(s) - Click (or tap) in the box, begin typing procedure code, multi-code, or description, continue typing as needed to narrow the results, and then select the appropriate procedure from the results list. To select other procedures, repeat this process.

      When you are searching for a procedure, procedures appear in the results list not only according to your search criteria but according to the selected filter.

      Select one of the following procedure filters as needed:

      • Carrier procedures - Only the carriers' allowed procedures are available. If the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers, Carrier procedures is selected by default.

      • Location procedures - Only the location's allowed procedures are available. If the patient is not covered by an insurance carrier that the provider is contracted with, Location procedures is selected by default.

      Note: Carrier procedures is available only if the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers. Location procedures is available for any patient.

      Important: If you schedule an appointment using a multi-code that includes some procedures that are not allowed by the the location or any of the patient's carriers, those procedures will not be attached to the appointment.

      If you select a procedure that is associated with a recare type, that recare type is attached to this patient's appointment. If the same recare type is already attached to another one of this patient's appointments, and that appointment's status was not set to Complete, when you save the appointment information, a message appears and asks you to confirm that you want to remove the recare type from the other appointment and attach it to this appointment; click (or tap) Attach to this Appointment. On the Appointment Information panel, a recare procedure that is attached to an appointment has a green stripe.

      Tip: To remove a procedure from the appointment, click the corresponding Remove button .

    • Other - Enter a reason, other than that of the selected procedures, for the appointment.

    • Operatory - Select an operatory from the list.

    • Appointment Provider - Select an appointment provider from the list. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

    • Other Provider - Select a secondary provider, such as a hygienist, for the appointment from the list. A colored box (determined by the provider color assigned to this provider) appears on the appointment. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

    • Date - The date being viewed on the schedule is already selected by default, but you can change it. Click (or tap) in the box to select a different date.

    • Time - Click (or tap) in the box, and then enter a time.

      Tip: You can enter a time using various formats. For example, you can type 08:30, 8:30a, or 8:30 AM; 8a or 8am; 13:30, 1:30p, or 1:30 PM; or 1p or 1pm.

    • Length - The length of the appointment is determined by the selected procedures or the specified time range, but you can change the length as needed. The end time of the appointment changes accordingly.

    • Note - Enter a note regarding the appointment. To insert the current date where the text cursor is positioned in the box, click (or tap) Insert Date. If there is an appointment note, a note icon appears on the appointment.

  3. Click (or tap) Save.

Scheduling appointments for existing patients

You can schedule an appointment for an existing patient.

To schedule an appointment for an existing patient

  1. On the Schedule menu, click (or tap) Calendar.

    The Calendar page opens.

  2. On the Calendar page, navigate to a day or week.

  3. Do one of the following:

    • Click (or tap) an open time slot.

    • On the Actions menu, click (or tap) Create Appointment.

    The Appointment Information panel opens.

  4. Do one of the following:

    • If you are currently accessing the record of the patient for whom you are scheduling the appointment (the patient's name appears in the Patient Search box), click (or tap) the Create Appointment for [patient name] link.

    • Click (or tap) in the Search existing patient/household field. Start typing a patient's first name, last name, chart number, or phone number (at least the first four digits). Continue typing as needed to narrow the search results list. Click (or tap) a patient name.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

    The options for the patient's appointment become available.

  5. Select the procedures that are to be performed, and set up the other options as needed.

    Set up the following options:

    • Status - By default, all new appointments have Unconfirmed selected, but you can select a different status if necessary. The corresponding status icon appears on the appointment (for example, Unconfirmed is a question mark ).

    • ASAP - Select this check box if the patient wants to be contacted if an earlier date and/or time becomes available. With this option selected, the patient will show on the ASAP List. With this option selected, the patient will show on the ASAP List, and an ASAP icon appears on the appointment.

    • Needs Follow-up - Select this check box if any of the procedures for this appointment require you to follow up with the patient after his or her visit. The patient will show up on the Patient Follow-up list after his or her appointment.

    • Premedicate - Select this check box if the patient prefers to be medicated before any of the procedures are performed or if any of the procedures require premedication.

    • Procedure(s) - Click (or tap) in the box, begin typing procedure code, multi-code, or description, continue typing as needed to narrow the results, and then select the appropriate procedure from the results list. To select other procedures, repeat this process.

      When you are searching for a procedure, procedures appear in the results list not only according to your search criteria but according to the selected filter.

      Select one of the following procedure filters as needed:

      • Carrier procedures - Only the carriers' allowed procedures are available. If the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers, Carrier procedures is selected by default.

      • Location procedures - Only the location's allowed procedures are available. If the patient is not covered by an insurance carrier that the provider is contracted with, Location procedures is selected by default.

      Note: Carrier procedures is available only if the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers. Location procedures is available for any patient.

      Important: If you schedule an appointment using a multi-code that includes some procedures that are not allowed by the the location or any of the patient's carriers, those procedures will not be attached to the appointment.

      If you select a procedure that is associated with a recare type, that recare type is attached to this patient's appointment. If the same recare type is already attached to another one of this patient's appointments, and that appointment's status was not set to Complete, when you save the appointment information, a message appears and asks you to confirm that you want to remove the recare type from the other appointment and attach it to this appointment; click (or tap) Attach to this Appointment. On the Appointment Information panel, a recare procedure that is attached to an appointment has a green stripe.

      Tip: To remove a procedure from the appointment, click the corresponding Remove button .

    • Add Tx Planner - Click (or tap) this link to select one or more visits with treatment-planned procedures that you want to attach to the appointment, and then click (or tap) Update appointment.

      If the same treatment plan case's visit is already attached to another one of this patient's appointments, when you save the appointment information, a message appears and asks you to confirm that you want to remove the visit from the other appointment and attach it to this appointment; click (or tap) Attach to this Appointment. On the Appointment Information panel, a treatment plan case's visit that is attached to an appointment has a red stripe.

      Note: When you position your mouse pointer over a treatment-planned procedure, either the details of all the procedures in the corresponding case appear (if it is assigned to a case) or the details of only this procedure appear (if it is not assigned to a case).

    • Other - Enter a reason, other than that of the selected procedures, for the appointment.

    • Operatory - Select an operatory from the list. If you selected a time slot in step 3 while viewing by operatory, an operatory is already selected, but you can select a different one. Alternatively, to quickly change the operatory, click (or tap) and hold and then click (or tap) an open time slot in a different operatory.

    • Appointment Provider - Select an appointment provider from the list. If you selected a time slot in step 3 while viewing the schedule by provider, a provider is already selected, but you can select a different one. Alternatively, if you are viewing the schedule by provider, to quickly change the provider, click (or tap) and hold and then click (or tap) the column of a different provider. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

    • Other Provider - Select a secondary provider, such as a hygienist, for the appointment from the list. A colored box (determined by the provider color assigned to this provider) appears on the appointment. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

    • Date - The date being viewed on the schedule is already selected by default, but you can change it. Click (or tap) in the box to select a different date. Alternatively, if you are viewing the schedule by week, to quickly change the date, click (or tap) and hold and then click (or tap) an open time slot on a different date.

    • Time - Click (or tap) in the box, and then enter a time. If you selected a time slot in step 3, the time is already entered, but you can change it. Alternatively, to quickly change the time, click (or tap) and hold and then click (or tap) a different open time slot.

      Tip: You can enter a time using various formats. For example, you can type 08:30, 8:30a, or 8:30 AM; 8a or 8am; 13:30, 1:30p, or 1:30 PM; or 1p or 1pm.

    • Length - The length of the appointment is determined by the selected procedures or the specified time range, but you can change the length as needed. The end time of the appointment changes accordingly.

    • Note - Enter a note regarding the appointment. To insert the current date where the text cursor is positioned in the box, click (or tap) Insert Date. If there is an appointment note, a note icon appears on the appointment.

    • Contact Info - On the Contact Info tab, you can view or update the patient's contact information, contact preferences, and automated reminders preference (this option is available only if the patient is the primary contact for himself or herself or anyone else and has a supported mobile phone number). Any changes that you save from the appointment will be reflected in the patient's record.

      The patient's primary contact also appears.

      Tips:

      • To change the primary contact person for the patient, click (or tap) Edit . In the search box, begin typing the contact's name, continue typing as needed to narrow the results, and then select the appropriate name from the list of matching results. Or, to make the patient whose appointment you are viewing the primary contact, click (or tap) Switch to "Self" at the bottom of the results list.

      • To assign the primary phone number of the patient's primary contact (if different from the patient) as the primary phone number of the patient on the appointment, click the Copy Up button . To assign the patient's primary phone number as the primary phone number of the patient's primary contact (if different from the patient), click the Copy Down button .

    • Rel. Appts - On the Rel. Appts tab, you can view the appointment information for other members of the patient's household who have appointments scheduled on the same day as this appointment. For your reference, the number of related appointments, if any, appears next to the name of the tab.

    • Med. Alerts - On the Med. Alerts tab, you can view the medical alerts that are attached to the patient's record. You can also add medical alerts to the patient's record as needed.

  6. Click (or tap) Save.

2. Claims

Creating claims

You can quickly create claims for procedures that are not attached to insurance claims. Also, you can edit any unattached procedure before you create a claim for that procedure.

Tip: You can create a claim for a patient's procedures while performing a patient checkout.

To create claims

  1. On the Home menu, under Insurance, click (or tap) Create Claims.

    The Create Claims page opens.

  2. On the Create Claims page, do one of the following:

    • To create claims for all procedures for all patients listed, leave the All check box at the top of the page selected.

    • To create claims for specific procedures for a specific patient, clear the All check box at the top of the page, and then, under the appropriate patient's name, select the check boxes of the procedures to include or the All check box to include all procedures.

    Note: For an unattached procedure to appear on the Create Claims page, the service date of that procedure must fall within the coverage dates of a patient's insurance plan, and that procedure must be marked as billable to insurance.

    Tips:

    • To edit a procedure before creating a claim for it, click (or tap) the procedure code link, make the necessary changes, and then click (or tap) Save.

    • To hide the procedures and show only the patient names, click (or tap) Collapse All.

    • To hide or show the procedures for a specific patient, click (or tap) the header with that patient's name.

  3. For the selected procedures, the associated diagnoses appear. You can have up to four ICD-10 codes per claim. If you have more than four, either remove ICD-10 codes from the claim (by clicking, or tapping, on the coresponding codes), or split the procedures between separate claims (clear the check boxes of the procedures that you do not want on this claim, so you can create one or more additional claims for those procedures).

    Note: Removing ICD-10 codes from a claim does not affect the corresponding procedures. All diagnoses remain attached to their corresponding procedures as currently posted in the patient's ledger and progress notes.

    If there are two, three, or four ICD-10 codes, select the one that you want to be the primary diagnosis.

  4. Select the Place of Service for the claims that will be created for the selected procedures.

    Note: You can change the place of service for a claim later if needed.

  5. Click (or tap) Create Claims.

    For each patient with procedures selected, separate claims are created for the service dates of the selected procedures.

    For example, Billy has six unattached procedures selected with varying service dates:

    • Procedure 1 - 10/10/2013

    • Procedure 2 - 10/10/2013

    • Procedure 3 - 11/11/2013

    • Procedure 4 - 11/11/2013

    • Procedure 5 - 11/11/2013

    • Procedure 6 - 12/12/2013

    Three claims will be created (one for procedures 1 - 2, one for procedures 3 - 5, and one for procedure 6).

Adding attachments to claims

You can attach a patient's perio exam and the images from a patient's document manager to a claim.

Note: Only .jpg/.jpeg files from a patient's document manager are valid for images that you want to attach to claims. You can attach only one perio exam to any given claim, but you can attach a perio exam to multiple claims. You can have up to a total of 10 attachments per claim.

Important: Henry Schein One maintains a database of supported payers. You can add attachments to claims only for insurance plans that are associated with supported carriers. However, if a payer does not accept electronic attachments, when you send a claim with attachments to that payer, the attachments will not be included, and the claim will have a status message that states that the attachments were rejected. If this is the case, you can mail the attachments to the payer separately from the claim. Alternatively, for payers that don't accept electronic attachments, you can print and mail the claim and attachments together.

To add an attachment to a claim

  1. On the Home menu, under Insurance, click (or tap) Unsent Claims.

    The Unsent Claims page opens.

  2. Click (or tap) a claim.

    The Claim Detail dialog box appears.

  3. Click (or tap) the Attachments tab.

    The options for adding attachments become available.

  4. Do any of the following:

    • Add images from the patient's document manager.

      Do the following:

      1. Click (or tap) Add From Document Manager. This button is not available if the payer for this claim is a non-supported carrier (a carrier that was manually added to your practice database not from the list of supported carriers that Henry Schein maintains; it has payer ID of 06126).

        The Add From Document Manager dialog box appears.

      2. Select the check boxes of the images that you want to attach to the claim.

      3. Select a classification/type for each selected image.

        Tip: If necessary, you can change the classification/type later by selecting a different option from the Classification/Type list on the Attachments tab.

      4. Click (or tap) Save.

    • Add the patient's perio exam.

      Do the following:

      1. Click (or tap) Add Perio Exam to view a menu that lists the dates of the patient's perio exams. This button is not available if the payer for this claim is a non-supported carrier (a carrier that was manually added to your practice database not from the list of supported carriers that Henry Schein maintains; it has payer ID of 06126) or if the patient does not have any perio exams entered in his or her record.

      2. Click (or tap) the date of the perio exam that you want to attach to the claim.

  5. Click (or tap) Save and then Cancel to save and close the dialog box.

Sending claims

You can send claims that were created previously but not submitted to insurance carriers.

To send claims (For one or more patients)

  1. On the Home menu, under Insurance, click (or tap) Unsent Claims.

    The Unsent Claims page opens.

  2. On the Unsent Claims page, select the check box of the claims that are ready to be sent. Claims displayed in the color green have a Ready status (all required information is present on the claim).

    Important: Fix the problems for claims with a yellow Warning status (information is missing from the claim but might not be required) and/or a red Needs Attention status (required information is missing from the claim) before attempting to submit the corresponding claims. To view and edit claim details, click (or tap) a claim.

  3. Click (or tap) Send Selected Claims.