Ledger provides insurance information:
Insurance coverage - You can easily tell if a patient has insurance coverage by looking at the Ledger window's menu bar. The Insurance option is available only if the selected patient in Ledger has insurance attached to his or her record in Family File and if you are not viewing the running balance for all family members.
Procedure or claim status - In the transaction log, you can quickly see the status of a procedure or claim. The Ins column indicates whether a procedure has been billed to insurance or not: if the column is empty, the listed procedure has been attached to an insurance claim; if the column displays "No," an insurance claim has not been created for the procedure.
Claim amounts - Once a dental insurance claim has been created, the Outstanding Billed to Insurance, Expected from Dental Insurance, and Guarantor Portion of Total Balance amounts change to reflect the amount of the procedures on the claim and the insurance coverage percentages.
Note: The insurance estimates in Ledger and on billing statements only include procedures that have been billed to dental insurance. The entire procedure cost is allocated to the Guarantor Portion of Total Balance until a dental claim is created for the procedure.
Submission status - An insurance claim will have "Not Sent," "Sent," or "Received" as part of its description in the transaction log. A claim is considered "Not Sent" until it is sent to the Batch Processor or printed. A claim is considered "Sent" once it has been sent to the Batch Processor or printed. A claim is considered "Received" when a payment is entered.