Working with Insurance Claims

Creating Claims Manually

To create an insurance claim manually:

1. In the patient chart or from one of the financial functions windows, click the Claims button. The Claims window is displayed.

2. Click Add New.

If there is more than one policy holder for the patient, the Policy Holders window is displayed. Select a policy holder and click OK. If the policy holder has more than one carrier, the Insurance Plans window is displayed. Select the carrier and click OK. The Add New Claim window is displayed.

OR

If there is a single policy holder and only one carrier, the Add New Claim window is displayed.

3. Select the type of claim you want to create and click OK. The Adding Claim Form window is displayed.

4. Click in the fields to enter information. Many of the fields are populated automatically by the software, but you might need to fill in these fields:

5. Pre-Authorization claims—First Visit Date and Description of Services

6. Actual claim—First Visit Date, Months Tx. Remaining, and Description of Services

7. One-Time claims—First Visit Date and Description of Services

8. Continuation of Treatment claims—First Visit Date and Months Tx. Remaining

5. Enter information in these fields:

6. First Visit Date—Type the date of the patient’s first visit.

7. Description of Services—Type the treatment description. You can use these buttons:
   
   Insert Line
   Delete Line
   Clear Line
   Add Procedures
   Remarks

8. Months Tx. Remaining—Type the number of months left in the patient’s treatment. This field is often mandatory for a carrier to process Continuation of Treatment claims.

6. Use the buttons at the bottom of the window to add additional information to the claim:

7. Print

8. Tooth Chart

9. History

7. Click OK.

Related Topics

Working with Insurance Claims

Creating Continuation of Treatment Claims

Processing Claims

Processing Continuation of Treatment Claims

Posting Bulk Payments

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