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Generating Outstanding Claims Reports

Typically, it takes no longer than 30 days for insurance companies to process electronic claims. Outstanding claims are defined as claims for which no final insurance payments have been posted. Post all current insurance payments before running this report.

To determine which claims are outstanding, run the Outstanding Claims report every 30 days for electronic and paper claims.

You can generate several reports:

• Outstanding Claims by Company:Outstanding Claims by Company:The report lists all outstanding primary and secondary dental and medical insurance claims sorted by insurance company. This report includes total claim amounts submitted, total estimated payments due, and total pre-authorization amounts for both primary and secondary claims.

• Outstanding Claims by Patient:Outstanding Claims by Patient:The report lists all outstanding primary and secondary dental and medical insurance claims sorted by patient. This report includes total claim amounts submitted, total estimated payments due, and total pre-authorization amounts for both primary and secondary claims.

• Outstanding Claims with Benefit to Pat. by Co.:Outstanding Claims with Benefit to Pat. by Co.:The report lists all outstanding primary and secondary dental and medical insurance claims with a benefit owed to the patient, sorted by insurance company.

• Outstanding Claims with Benefit to Pat. By Patient:Outstanding Claims with Benefit to Pat. By Patient:The report lists all outstanding primary and secondary dental and medical insurance claims with a benefit owed to the patient, sorted by patient name.

To generate an Outstanding Claims report:

1. Select an option to run the reports from the SoftDent main menu:

2. To generate the Outstanding Claims by Company report:To generate the Outstanding Claims by Company report:Select Reports > Practice Management > Insurance Reports > Outstanding Claims by Co.

3. To generate the Outstanding Claims by Patient report:To generate the Outstanding Claims by Patient report:Select Reports > Practice Management > Insurance Reports > Outstanding Claims by Patient.

4. To generate the Outstanding Claims with Benefit to Pat. by Co. report:To generate the Outstanding Claims with Benefit to Pat. by Co. report:Select Reports > Practice Management > Insurance Reports > Outstanding Claims with Benefit to Pat. by Co.

5. To generate the Outstanding Claims with Benefit to Pat. by Patient report:To generate the Outstanding Claims with Benefit to Pat. by Patient report:Select Reports > Practice Management > Insurance Reports > Outstanding Claims with Benefit to Pat. by Patient.

The Output Options window is displayed.

2. Select Printer and click OK. The appropriate Outstanding Insurance Claims window is displayed.

3. In the Options section, select the options to include.

4. To include electronic claims only, deselect all options except Include ECS Claims.

4. Click OK.