In the Ledger-Treatment Plan view of Ledger, you can print or submit a medical pre-treatment estimate immediately after you create one, or you can print or submit a medical pre-treatment estimate individually later in the day.
Notes:
If a pre-treatment estimate was sent to the Batch Processor after it was created, you can print or submit the pre-treatment estimate individually or as part of a batch from Office Manager.
Printing a pre-treatment estimate that you are viewing requires the "Print Insurance Claims" and "Batch Processor, Print/Display Reports" security rights.
Sending a pre-treatment estimate electronically that you are viewing requires the "Send Electronic Claims" security right.
For information about setting up Dentrix Enterprise for billing medical insurance electronically, see the topic about the requirements for electronic medical insurance claims.
To print or submit an individual medical pre-treatment estimate from Ledger-Treatment Plan view
Do one of the following:
In the pre-treatment estimate window, click Print on the menu bar.
If the status of the pre-treatment estimate is Created, close the pre-treatment estimate window.
The Pre-Estimate Print dialog box appears.
Under Include, select or clear the following checkboxes:
Claim - If there are no attachments, this checkbox is not available but is selected. If there are attachments, this checkbox is available and selected by default. With this checkbox selected, the pre-treatment estimate can be batched, sent, or printed (and if there are attachments, those can be included). With this check box clear, the pre-treatment estimate is not batched, sent, or printed (but if there are attachments, those can be batched or sent).
Attachment(s) - If there are no attachments, this checkbox is not available and is clear. If there are attachments, this checkbox is available and is selected by default. With this checkbox selected, the attachments can be batched or sent (with or without the pre-treatment estimate). With this checkbox clear, attachments are not batched or sent (but the pre-treatment estimate can be batched, sent, or printed).
Click one of the following buttons:
Send to Batch - To send the pre-treatment estimate to the Batch Processor so you can print or submit it from Office Manager.
Note: This button is available only if the Claim and/or Attachment(s) checkbox is selected.
Send Electronically - To send the pre-treatment estimate electronically.
Note: This button is available only if the Claim and/or Attachment(s) checkbox is selected.
Print - To send the pre-treatment estimate immediately to the default printer for Office Manager.
Note: This button is available only if the Claim checkbox is selected.
Notes:
With both the Claim and Attachment(s) checkboxes clear, only the Cancel button is available.
If you click Cancel, and the pre-treatment estimate has not been printed or submitted previously, the pre-treatment estimate's status remains "Not Sent." (Depending on your workflow for handling pre-treatment estimates, this may not be recommended.)
Depending on the button that you clicked, do any of the following as applicable:
If you clicked Print:
If the Password - Print Insurance Claims dialog box appears, user verification has been assigned to the "Print Insurance Claims" task. Do one of the following:
If your user account has been granted the "Print Insurance Claims" 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 "Print Insurance Claims" security right, have a user with permission temporarily override this restriction so you can print a pre-treatment estimate 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 "Print Insurance Claims" security right. To have a user with permission temporarily override this restriction so you can print a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Print Insurance Claims dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" 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 "Batch Processor, Print/Display Reports" security right, have a user with permission temporarily override this restriction so you can print a pre-treatment estimate 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 "Batch Processor, Print/Display Reports" security right. To have a user with permission temporarily override this restriction so you can print a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If you clicked Send Electronically:
If the Password - Send Electronic Claims dialog box appears, user verification has been assigned to the "Send Electronic Claims" task. Do one of the following:
If your user account has been granted the "Send Electronic Claims" 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 "Send Electronic Claims" security right, have a user with permission temporarily override this restriction so you can send a pre-treatment estimate 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 "Send Electronic Claims" security right. To have a user with permission temporarily override this restriction so you can send a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Send Electronic Claims dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If you are submitting the pre-treatment estimate electronically, the eClaims Pre-Submission Summary dialog box appears; otherwise, ignore the remaining steps.
If the validation tool finds any errors, click Print Report to generate a report that you can refer to as you make corrections, click Cancel, correct the errors, and then repeat steps 1-4 to return to this point.
Click Send Selected Claims.
Note: You can create a secondary medical pre-treatment estimate only after you receive the adjudication on the primary medical pre-treatment estimate.