When a medical pre-treatment estimate is created, Dentrix Enterprise automatically assigns the current date as the Create Date. When a medical pre-treatment estimate is printed or sent electronically, Dentrix Enterprise automatically changes the status to Sent and assigns the current date as the Claim Sent Date. When an authorization is entered for a medical pre-treatment estimate, Dentrix Enterprise automatically changes the status to Received.
As needed, you can manually change pre-treatment estimate statuses, change the dates that are associated with pre-treatment estimate statuses, and enter notes regarding pre-treatment estimate statuses.
Note: Updating pre-treatment estimate statuses requires the "Insurance Claims, Edit" security right.
To manually update the status for a medical pre-treatment estimate
In the pre-treatment estimate window, double-click the Status block.
Note: The Status block displays the dates that the medical pre-treatment estimate was created, sent, traced, placed on hold, re-sent and/or voided. It also displays pre-treatment estimate status notes.
If applicable, do one of the following:
If the Password - Insurance Claims, Edit dialog box appears, user verification has been assigned to the "Insurance Claims, Edit" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Edit" 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, Edit" security right, have a user with permission temporarily override this restriction so you can update statuses for 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 "Insurance Claims, Edit" security right. To have a user with permission temporarily override this restriction so you can update statuses for a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Pre-Estimate Status dialog box appears.
Do any of the following as needed.
To change the pre-treatment estimate creation date, in the Create Date box, enter a different date (in a mm/dd/yyyy format) to associate with the creation of the claim.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
To assign a status, select the checkbox for that status (Claim Sent, Tracer Sent, On Hold, Re-Sent, or Voided), and then enter the correct date (in a mm/dd/yyyy format) in the corresponding Date box.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
To change the date that is associated with a status whose checkbox is selected (Claim Sent, Tracer Sent, On Hold, Re-Sent, or Voided), enter a different date (in a mm/dd/yyyy format) in the corresponding Date box.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
To remove a status, clear the checkbox for that status (Claim Sent, Tracer Sent, On Hold, Re-Sent, or Voided).
To enter an internal note regarding the pre-treatment estimate status change to help track pre-treatment estimate activity, in the Claim Status Note box, enter the applicable information.
Notes:
Dentrix Enterprise automatically inserts a "Printed" line in the note when you print the pre-treatment estimate. Dentrix Enterprise automatically inserts a "Batched" line in the note when you send the pre-treatment estimate to the Batch Processor or send the pre-treatment estimate electronically.
To
check the spelling of the note text, click the Check
Spelling button 
(this button is available only if a certain preference
setting has been enabled).
To insert a time and date stamp where the text cursor is positioned, click Insert Dateline.
To delete the entire note, click Clear.
Click OK.