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Home / Dentrix Mastery Tracks / Insurance Essentials for Teams / Get to Know the Ledger (Insurance)

Get to Know the Ledger (Insurance)

Mark Steele | 11/12/2021

Most topics in this lesson take 3-5 minutes to complete. As you finish each topic, click the Mark Complete button to receive credit.

Note: Test question content can come from either the video or the Additional Tips section of a lesson topic.

Lesson Topics
  • Getting Started with the Ledger

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  • Navigation

    Get to Know the Ledger (Insurance)
    • Getting Started with the Ledger
    Assign Insurance to Patients
    • Assigning Insurance to Dependents When the Subscriber is Not Covered
    • 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
    Create and Post Pre-Authorizations
    • Creating a Primary Pre-Authorization
    • Posting a Pre-Authorization Estimate
    • Creating a Secondary Pre-Authorization
    Create and Send Insurance Claims
    • Creating a Primary Insurance Claim
    • Creating a Secondary Insurance Claim
    • Working with Tertiary Insurance Plans
    • Printing an Insurance Claim
    Add Supporting Information to Insurance Claims
    • Modifying Insurance Claim Information
    • Entering a Narrative for a Claim
    • Adding Attachments to a Claim
    • Documenting Claim Submission with Claim Status Notes
    Enter Insurance Payments
    • Posting an Insurance Payment
    • Entering an Additional Insurance Payment
    • Entering an Insurance Adjustment
    • Splitting a Primary Insurance Claim
    • Entering Batch Insurance Payments
    Correct Posting Errors
    • Correcting Posting Errors on Current Insurance Claims
    • Correcting Posting Errors on Insurance Claims in History
    Return to Insurance Essentials for Teams
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