When a patient with insurance receives an exam or treatment in your office, you need to create an insurance claim and bill the insurance company for payment on behalf of the patient. You do this in the Dentrix Ledger.
In this course, you will get to know the Dentrix Ledger and learn how to perform essential Dentrix tasks like assigning insurance to patients, submitting insurance claims, and entering insurance payments.
Course Content
Assign Insurance to Patients
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Assigning Primary Insurance to a Patient
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Assigning Primary Insurance to a Dependent
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Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
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Assigning Secondary Insurance When a Family Member is the Subscriber
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Assign Secondary Insurance When the Subscriber is not a Member of the Family
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Entering Deductibles Met and Benefits Used
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Setting Up Insurance for Complex Family Relationships
- Assigning Primary Insurance to a Patient
- Assigning Primary Insurance to a Dependent
- Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
- Assigning Secondary Insurance When a Family Member is the Subscriber
- Assign Secondary Insurance When the Subscriber is not a Member of the Family
- Entering Deductibles Met and Benefits Used
- Setting Up Insurance for Complex Family Relationships
Take a Test and Earn a Certificate
Take the insurance test for teams to see what you know and how you can improve. When you pass the test, you’ll receive a certificate.
What Comes Next
Take Billing Essentials for Teams, pass the test, and earn the certificate.
When you earn both the Insurance and Billing certificates, you’ll be awarded the Dentrix Financial Specialist certificate.
For more information about becoming a Dentrix specialist, visit www.Dentrix.com/Mastery.
Course Content
Assign Insurance to Patients
-
Assigning Primary Insurance to a Patient
-
Assigning Primary Insurance to a Dependent
-
Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
-
Assigning Secondary Insurance When a Family Member is the Subscriber
-
Assign Secondary Insurance When the Subscriber is not a Member of the Family
-
Entering Deductibles Met and Benefits Used
-
Setting Up Insurance for Complex Family Relationships
- Assigning Primary Insurance to a Patient
- Assigning Primary Insurance to a Dependent
- Assigning Secondary Insurance When the Patient is a Subscriber to Both Plans
- Assigning Secondary Insurance When a Family Member is the Subscriber
- Assign Secondary Insurance When the Subscriber is not a Member of the Family
- Entering Deductibles Met and Benefits Used
- Setting Up Insurance for Complex Family Relationships