Adding insurance claim remarks

You can set up a library of custom notes in Dentrix. These notes serve as templates that you can draw from. You can use the text of any note without changing it or customize it as needed, depending on the situation for which you are adding a note.

Insurance claim remarks describe any unusual procedures or services that you may have performed and provide clarification for your patients' insurance providers. You can also edit or delete insurance claim remarks.

To add a claim remark

1.   From the Maintenance menu in the Office Manager, point to Practice Setup > Custom Notes, and then click Claim Remarks Setup.

The Custom Claim Remarks Setup dialog box appears.

2.   Click New.

The New Custom Claim Remark dialog box appears.

3.   Type a description of the claim remark.

4.   Type the text of the claim remark under Note.

5.   Click the spell check button to perform a spell check of the claim remark.

6.   Click OK.

The insurance claim remark is saved.