When a dental insurance claim is created, a standard set of information is used to fill out the claim. If you need to add non-standard information to a dental insurance claim, you can edit the claim information in the insurance claim window.
The insurance claim window consists mainly of boxes (blocks) and lists that display the following information: subscriber and patient information, claim providers, standard/non-standard claim information, diagnostic codes, procedures, a financial summary, insurance payments, insurance adjustments, claim statuses, and the insurance plan note.
Notes:
Creating insurance claims requires the "Insurance Claims, Create New" security right.
Viewing insurance claims requires the "Insurance Claims, Open" security right.
Editing insurance claims requires the "Insurance Claims, Edit" security right.
To view or edit a dental insurance claim
Use one of the following methods to open the insurance claim window:
Double-click an existing dental insurance claim in the Ledger transaction log.
Use a certain menu option to create a dental insurance claim:
Do one of the following:
For all the procedures that were posted today - Expand the Insurance menu, and then click Today's Procedures.
For specific procedures that were posted either today or on another day - Select the desired procedures, expand the Insurance menu, and then click Selected Procedures.
If applicable, do one of the following:
If the Password - Insurance Claims, Create New dialog box appears, user verification has been assigned to the "Insurance Claims, Create New" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Create New" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Claims, Create New" security right, have a user with permission temporarily override this restriction so you can create a claim this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Claims, Create New" security right. To have a user with permission temporarily override this restriction so you can create a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Create New dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If applicable, do one of the following:
If the Password - Insurance Claims, Open dialog box appears, user verification has been assigned to the "Insurance Claims, Open" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Insurance Claims, Open" security right, have a user with permission temporarily override this restriction so you can view a claim this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Insurance Claims, Open" security right. To have a user with permission temporarily override this restriction so you can view a claim this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Do any of the following:
Update benefits used and deductibles met.
Change standard claim information.
Sort or exclude diagnostic codes.
You can also perform other claim-related tasks, such as submitting the claim and posting an insurance payment.