Processing insurance claims

For most offices, handling insurance claims is a big part of the practice management routine. In Dentrix, several features are available to you to simplify claim processing. Whether  you mail claims, generate claims or pre-authorizations, or bill dental insurance, Dentrix includes the tools to make handling most insurance situations easier.

You should create an insurance claim each time a patient receives treatment. You can create pre-authorization estimates when an insurance provider requires pre-authorization for treatment or when a patient requests a pre-determination of benefits for recommended treatment. To learn more about processing dental insurance claims, click the following links:

Insurance and the Ledger

Creating primary claims

Flagging partially paid claims to remain open

Editing claims

Deleting primary claims

Splitting claims

Creating secondary claims

Deleting secondary claims

Posting refund adjustments automatically

Creating secondary claims automatically

Setting up closing claims without assignment of benefits

Closing non-assignment of benefits pending claims

Viewing transaction links to insurance claims

Entering benefits used and deductibles met

Viewing processing status

Sending electronic EOBs to the Document Center

Changing claim information

Sending claim attachments electronically