With eTrans for Dentrix Enterprise, you can send claims electronically in Office Manager and Ledger to simplify the complex and time-consuming task of sending insurance claims. eTrans saves time, materials, and postage, significantly reducing the cost of sending claims. And, if your claims cannot be sent to a payor electronically, the eServices department will print them and mail them for you, so you can send all of your claims electronically even if the payor does not accept electronic claims.
Using eTrans helps you resolve insurance claims faster, leaving you with more time to interact with your patients. When you send e-claims through eTrans, your claims arrive at the insurance company immediately over the Internet, so your office receives payment in much less time than it would if you had mailed the claims.
Note: The electronic claims software must already be purchased and installed to use this feature.
To use eTrans to send electronic claims, you must configure some settings in Dentrix Enterprise.
Notes:
Consult the eTrans documentation for complete set up instructions.
Setting up electronic claims requires the "Practice Preferences Setup" security right.
To set up electronic claims
While logged in to the Central clinic, in Office Manager, expand the Maintenance menu, point to Practice Setup, and then click Electronic Claims Setup.
Note: This option is available only if you are logged in to the Central clinic.
If applicable, do one of the following:
If the Password - Practice Preferences Setup dialog box appears, user verification has been assigned to the "Practice Preferences Setup" task. Do one of the following:
If your user account has been granted the "Practice Preferences Setup" 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 "Practice Preferences Setup" security right, have a user with permission temporarily override this restriction so you can access the Electronic Claims Setup 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 "Practice Preferences Setup" security right. To have a user with permission temporarily override this restriction so you can access the Electronic Claims Setup this one time, do the following:
On the message, click Yes.
In the Password - Practice Preferences Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The eTrans [version] Setup dialog box appears.
Set up the following options:
User - To set up the user account settings, do the following:
In the User ID box, enter the user ID that was emailed to you with your eTrans Welcome Kit (for example, 012345UTD).
Click Change Password.
The Change eTrans Password dialog box appears.
In the New Password box, enter the password that was emailed to you with your eTrans Welcome Kit.
Enter the password again in the Confirm Password box.
Click OK.
File Transfer - Make sure that Internet is selected from the Connection Method list.
Note: It is important for you to test your eTrans connection to ensure that you are connecting to the eTrans server properly so that you can send your claims electronically.
To test your eTrans server connection, do the following:
Click Test Connection.
The Test eTrans Connection dialog box appears with the status of the connection test.
One of the following occurs:
If the connection tested succeeded, a message appears and states that your reports have been retrieved successfully.
If the connection test failed, an error message appears.
Click OK.
You are returned to the Test eTrans Connection dialog box.
If you want to view a detailed log of the transmission, click Show Messages >>.
The expanded dialog box provides the following options for the log:
Copy to Clipboard - If you want to copy the output log to the Windows clipboard so that you can paste it into another program, click this button.
Email - If you want to send a message containing the output log, click this button.
Click Finish.
Post Submission - After you submit electronic claims, if there are claims that have errors or need attention, the Error Report appears automatically. However, if none of the claims have errors or need attention, you can specify if the Error Report should appear. Select or clear the If no claims need attention, do not display Error Report check box.
With this check box selected, if none of the claims have errors or need attention, the Error Report does not appear.
With this check box clear, if none of the claims have errors or need attention, the Error Report does appear.
Show Advanced - Click this button to display and change any of the following advanced eTrans transmission options:
Server - The name of the eTrans server to which you are connecting to send your e-claims.
Port - The port number through which you are connecting to the eTrans server to send your e-claims.
Suppress warning messages on validation reports - Having this check box selected suppresses warning messages on Validation Reports so that you are not notified if there are problems with your e-claims.
Note:
The path where the eTrans program files are installed appears for your reference.
Click Hide Advanced to hide the advanced options.
Do one of the following:
Click OK to save your changes and close the eTrans [version] Setup dialog box.
Click Apply to save your changes but not close the eTrans [version] Setup dialog box.