Changing claim information

The Claim Information block displays information that is specific to a patient and an insurance claim. The standard information prints on the claim unless you have edited it.

Note: By default, “Standard” appears in the Claim Information block. If you have changed the standard information, "Non-Standard” appears.

To change claim information

1.   From the Ledger transaction log, double-click an insurance claim or payment or a pre-authorization estimate.

The Insurance Claim or Pre-Authorization Estimate window appears.

2.   Double-click the Claim Information block.

The Insurance Claim Information dialog box appears.

3.   Make changes to any of the information displayed in the Insurance Claim Information dialog box:

·        Place of Treat - Select the location where treatment was performed.

·        National Plans - Select the appropriate national plan, and type the accompanying information for that plan.

·        School Status - Select the appropriate status for the patient. If the patient is a part- or full-time student, enter the name of the school and the city where it is located in the text box.

·        Disabled - Select if the patient is disabled.

·        Occupational Illness or Injury - Select if treatment was necessary due to an on-the-job illness or injury. Type the relevant date and description.

·        Accident Information - Select Auto Accident or Other Accident if treatment was necessary as result of an accident. Type the relevant date and description.

·        Services Covered by Another Plan - Select if needed and type a relevant description.

·        Materials - Click the search button (double chevron), and in the Materials Forwarded dialog box, select the supporting material that you will forward with the claim.

·        Pre-Authorization Number - If required, type the pre-authorization number provided by the patient’s insurance carrier.

Note: If you received a pre-authorization and entered it in Dentrix, the pre-authorization number automatically prints on the insurance claim. If there is more than one number for the procedures on the claim, you must create a claim for each set of procedures with a different pre-authorization number.

·        First Visit Date Current Series - Type the appropriate date.

·        Billing # (Provider/Office) - Type the billing number of the provider or office.

·        Referral - If treatment is being referred out, type a Referring Provider Number, and select a Referral Reason.

·        Prosthesis - If the claim involves a prosthesis, select the appropriate option and specify the necessary information.

·        Orthodontic Service - If the claim is for orthodontic service, specify the necessary information.

Note: To reset the Insurance Information options to the defaults, click Clear.

4.   To save your changes and return to the Primary Dental Insurance Claim window, click OK.

Note: When you enter or clear claim information in a Claim window, the changes only apply to the currently displayed claim and the associated primary or secondary claim. When you create a new claim, the claim information uses the defaults for the current patient. You can change the defaults for the patient through the Appointment Book. For more information, click Scheduling appointments.