Editing batch insurance claims

When you create an insurance claim, a standard set of information is used to fill out the claim. You can add to or edit claim information using the Primary Dental Insurance Claim window that you can access through the Batch Insurance Payment Entry dialog box.

To edit a batch insurance claim

1.   In the Ledger, click File, and then click Enter Batch Ins. Payment.

The Batch Insurance Payment Entry dialog box appears.

2.   Select the claim that you want to edit from the Pending Claims list.

3.   Click Edit.

The Primary Dental Insurance Claim window appears.

4.   Make any necessary changes.

Note: From the Primary Dental Insurance Claim window, you can edit subscriber information, change providers, edit claim information, update procedure information, edit payment or estimate information, change a claim's status, edit insurance plan notes, and enter remarks for unusual services.