Dental and medical insurance claims can be submitted from the following windows:
Patient Transactions
Treatment Plan
Claims List
Insurance balances can be transferred back to the patient.
To generate claims, the following conditions must exist:
The patient’s account must have at least one valid insurance plan ID entered for guarantor 1 or guarantor 2.
The account guarantor holding the primary insurance coverage must be specified in the Dental Insurance/Primary or Medical Insurance/Primary field on the Insurance tab of the Patient record. Either guarantor 1 or guarantor 2 can provide primary insurance coverage for the patient. The patient’s relationship to each policy holder is also indicated on the Insurance tab.
Any plans specified in the Guarantor 1 window must be displayed in the Insurance Plan window and must be associated with an insurance company entered in your database.
Using Claim List and Claim Window Options
Using National Electronic Attachments, Inc. (NEA) Services
Submitting Dental and Medical Claims
Resubmitting and Deleting Claims