Posting batch insurance payments

In Dentrix, you can post payments or adjustments for one claim at a time or for all claims associated with an insurance payment by cheque. You can also split a primary claim, edit a claim, apply a deductible, update the payment table, and add a claim status note.

To post a batch insurance payment

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

The Batch Insurance Payment Entry dialog box appears.

2.   In the Amount text box, type the amount of the cheque.

3.   In the Cheque # text box, type the cheque number.

Note: This text box accepts up to 20 characters.

4.   In the Bank/Branch # text box, type the bank or branch number.

This number prints on the Dentrix deposit slip.

5.   To select an insurance carrier, click the Insurance Carrier Name search button.

Note: To search for pending claims by patient name, click the Select Patient search button, and select the appropriate patient from the Select Patient dialog box.

The Select Dental Insurance Plan dialog box appears.

6.   Select the appropriate insurance carrier from the list, and then click OK.

Any pending claims for the selected carrier appear in the Pending Claims list, and the group plan name and group number are entered in the appropriate text boxes.

7.   To process and post the next cheque, click Next Cheque.