Submitting and Tracking Claims
You can submit insurance claims immediately after posting transactions, or at any time later.
To submit a dental claim:
After posting or auto-posting transactions in the patient’s Transactions window, select Submit Insurance from the Options section of the Express bar or Options menu. The Transaction Submission window is displayed.
Select the starting and ending dates between which to submit transactions on the claim. The default value for the Start Date field is the service date of the oldest procedure that has not been submitted, and the default value for the End Date field is the most current date of unsubmitted transactions.
Click OK. The Claim window is displayed. The Claim No is assigned automatically and cannot be changed.
When you post an insurance payment for the claim, the Paid field is populated with the check amount and the Date field with the check’s post date. When the claim is completely paid and marked as the final payment for the claim, Complete is automatically selected.
Click OK. A message is displayed, prompting you about the method you want to use to submit the claim:
A message prompts you to print the claim. By default, the claim is sent to a batch file for later printing. Click OK to print the claim.
If you use the Electronic Claim Service (ECS), you are prompted to submit the claim electronically. Click OK to submit the claim electronically.
If you use the Real Time Claim Submission service and the carrier is ECS capable, you can submit the claim for immediate payor response. Click OK. The eServices window is displayed, and the Real Time Claim Submission process begins.
Click Close.