The ability to create and batch, create and print, or create and send electronically all insurance claims for a day or a date range can be done from Office Manager in Dentrix Enterprise. The option to create batch insurance claims for multiple clinics will only be available if you ares logged in to the Central Clinic; otherwise, you will only be able to create batch insurance claims for the clinic to which you are logged in.
Notes:
Creating a batch of insurance claims requires the "Create Batch Insurance Claims" security right.
Printing a batch of insurance claims requires the "Batch Processor, Print/Display Reports" security right. Sending a batch of insurance claims electronically requires the "Send Electronic Claims" security right.
To create a batch of primary insurance claims
In Office Manager, do one of the following:
Click
the Create Batch Primary Ins Claims
button 
on the toolbar.
On the File menu, click Batch Ins Claims.
If applicable, do one of the following:
If the Password - Create Batch Insurance Claims dialog box appears, user verification has been assigned to the "Create Batch Insurance Claims" task. Do one of the following:
If your user account has been granted the "Create Batch 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 "Create Batch Insurance Claims" security right, have a user with permission temporarily override this restriction so you can create a batch of insurance claims 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 "Create Batch Insurance Claims" security right. To have a user with permission temporarily override this restriction so you can create a batch of insurance claims this one time, do the following:
On the message, click Yes.
In the Password - Create Batch Insurance Claims dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Create Batch Primary Insurance Claims dialog box appears.
Set up the following options:
Clinic Selection - The clinics that are associated with completed procedures to include on claims. To specify clinics, do one of the following:
If you are not logged in to the Central clinic, the batch can include procedures only in the clinic that you are currently logged in to.
If you are logged in to the Central clinic, to include all clinics, select the All checkbox.
If you are logged in to the Central clinic, to include specific clinics, do the following:
Click the search button 
.
The Select Clinic(s) dialog box appears.
Note: If your user account has been granted the "View All Patients" security right for the Central clinic, the ID and name of all clinics appear in the list; otherwise, the ID and name of each clinic for which your user account has been granted the "My Clinics, View" security right (in the "Practice/Clinic Setup" category) appear in the list; however, if your user account has not been granted that right to any clinic, only the ID and name of the clinic that you are currently logged in to appear in the list.
In the list, select one or more clinics.
Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.
Click OK.
Provider Selection - The providers that are associated with completed procedures to include on claims. To specify providers, do one of the following:
To include all providers, select the All checkbox.
To include specific providers, do the following:
Click the search button .
The Select Provider dialog box appears.
Either type a space in the Last Name box to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.
Notes:
The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Click
the search button 
.
The matching primary and secondary providers appear in the upper list.
Note: To
clear the list to search again, remove any text or spaces from the ID and Last
Name boxes, and the click the search button .
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add Provider(s) To Selected List.
Repeat steps b-f as needed to add other providers.
Note: To remove a provider that you added, select that provider in the lower list, and then click Remove Provider(s) From List.
Click OK.
Billing Type Selection - The billing types that are associated with patients who have completed procedures to include on claims. To specify billing types, do one of the following:
To include all billing types, select the All checkbox.
To include specific billing types, do the following:
Click the search button .
The Select Billing Type(s) dialog box appears.
In the list, select one or more billing types.
Note: To select multiple billing types, click a billing type, and then, while pressing the Ctrl key, click the other desired billing types. To select a range of adjacent billing types, click the first billing type of the desired range of billing types, and then, while pressing the Shift key, click the last billing type of the desired range of billing types.
Click OK.
Select Date Range - The dates of completed procedures to include on claims. By, default today's date is entered in both boxes. To specify a date range, do one of the following:
To include a specific date, enter the same date for both From and To.
To include a specific date range, enter the starting date of the range for From and the ending date of the range for To.
Also, select one of the following options:
Entry Date - To include a procedure based on the date that it was created (entered into the database).
Procedure Date - To include a procedure based on the date that was specified for it.
Note: Most of the time, a procedure will have the same entry and procedure date. They will differ only if you backdate the procedure.
Create Primary Dental Claims - To create primary dental insurance claims, select this checkbox.
Note: Either this checkbox or the Create Primary Medical Claims checkbox must be selected.
Create Primary Medical Claims - To create primary medical insurance claims, select this checkbox.
Note: Either this checkbox or the Create Primary Dental Claims checkbox must be selected.
To save the current settings for the next time that you create a batch of insurance claims, select the Save as Default checkbox.
Do one of the following:
To create primary insurance claims and then print them, click Print.
To create primary insurance claims and then send them to the Batch Processor, click Send.
To create primary insurance claims and then send them electronically, click Send Electronically.
A confirmation message appears.
Note: Creating claims over a large date range may take a long time.
Click OK to continue.
Insurance claims are created for completed procedure codes that are not attached to a primary insurance claim, are not flagged as "Do not bill to insurance," and meet the search criteria that you specified for creating the batch of insurance claims.
Then, a message appears and displays the total number of primary dental and medical insurance claims that were created and sent to the Batch Processor.
Note: The claims that were created have a status of Not Sent.
Click OK to print or send the claims.
Do one of the following as applicable:
To print the claims, if applicable, do one of the following:
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 claims 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 claims 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.
The claims are sent to the default printer for Office Manager.
To send the claims electronically, do the following:
If applicable, do one of the following:
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 claims 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 claims 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.
The eClaims Pre-Submission Summary dialog box appears.
Note: 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 try to send the batch of claims.
Click Send Selected Claims.