Insurance Essentials for Managers

When a patient with insurance receives an exam or treatment in your office, your team needs to create an insurance claim and bill the insurance company for payment on behalf of the patient. To support your team, you need to set up your practice’s insurance defaults, maintain accurate insurance plan information, and oversee complex dental/medical billing situations.

In this course, you will learn how to perform essential Dentrix insurance management tasks like setting up plans, editing coverage and payment tables, and monitoring claim submissions.

We recommend you also complete Insurance Essentials for Teams so you can help your team members learn their Dentrix insurance responsibilities.

Take a Test and Earn a Certificate

Take the insurance test for managers 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 for Managers, pass the test, and earn the certificate.

When you earn both the Insurance and Billing certificates, you’ll be awarded the Dentrix Financial Management Specialist certificate.

For more information about becoming a Dentrix specialists, visit www.Dentrix.com/Mastery.

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