Have you mistakenly entered a claim’s payment to the wrong patient? Or, have you submitted a claim to the incorrect insurance carrier? If the claim has not been moved into history, Dentrix allows you to correct your mistakes.
Watch the following video to learn how to correct posting errors on current insurance claims. (Duration 0:50)
Additional Tips
- Once you post a payment to a claim, the claim is considered “received” in Dentrix. If you delete the claim’s payment, the claim becomes active again.
- If you delete a claim with an associated payment or adjustment, the payment and/or adjustment is also deleted, and it no longer displays in the Ledger.
- Procedures may only be attached to one primary insurance claim. Because procedures are not deleted from the Ledger when a claim is deleted, if necessary, you can delete a claim and then attach the procedures to a new claim.
- You can also edit the claim’s information. To do so, read Editing Claims in Dentrix Help.
- Once a paid claim is moved into history, you cannot change or delete it. For help with this situation, review the Mastery Tracks topic Correcting Posting Errors on Insurance Claims in History.
- To learn more about correcting posting errors on current insurance claims, read Deleting Insurance Payments, Deleting Primary Claims, and Deleting Secondary Claims in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Open any patient’s Ledger, click on an insurance claim (or create one if none exists).
- Post a payment on the claim.
- Delete the payment, and then delete the claim.