Home / Dentrix Mastery Tracks / Insurance Essentials for Managers / Claim Tracking and Reporting

Claim Tracking and Reporting

Ryan.Beardall | 08/05/2025

Lesson Topics

Track Outstanding Claims using the Claims Manager
Track Outstanding Claims using the Insurance Aging Report

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Manage a Patient's Insurance Plan Coverage

Setting Up Insurance Claim Information

Modifying Insurance Plan Coverage Information

Editing Payment Table Entries

Editing Insurance Plan Information

Editing an Insurance Fee Schedule

Editing Insurance Plan Exceptions
Set Up DHMO Plans

Setting Up a DHMO Plan Coverage Table
Join and Delete Insurance Plans

Joining Insurance Plans

Deleting an Insurance Plan
Set Up Practice Insurance Defaults

Setting Up Insurance Defaults in Dentrix

Setting Up Claim Defaults

Setting Default Provider Signature Options

Setting Default Signature on File Options

Adding Insurance Adjustment Types

Setting Up Automatic Adjustments for Insurance Payments
Manage Medical Insurance Billing

Setting Up Medical Cross Coding and Medical Insurance

Managing Medical Insurance in Dentrix

Generating Reports about Medical Insurance
Find Unbilled Procedures and Unsent Claims

Generating the Procedures Not Attached to Insurance Claims Report

Generating the Insurance Claims to Process Report
Analyze Insurance Plan Statistics

Generating the Utilization Report for Dental Insurance
Claim Tracking and Reporting

Track Outstanding Claims using the Claims Manager

Track Outstanding Claims using the Insurance Aging Report
Return to Insurance Essentials for Managers

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