Once you’ve posted completed procedures in the Ledger, you can create a primary insurance claim for the procedures. You can create claims for all procedures posted today or select procedures from a previous day.
Watch this video to learn how to create a primary insurance claim. (Duration 0:38)
Additional Tips
- Before a claim can be created for completed procedures, insurance must be assigned to the patient in their Family File. To do so, review the Mastery Tracks topic, Assigning Primary Insurance to a Patient.
- You must be in an individual patient’s Ledger view, and not in the “All family members” view, to create insurance claims.
- To create a claim for today’s procedures in a patient’s Ledger, simply click the Ins. Today’s Proc. button — you don’t need to select the procedures first, as Dentrix will automatically select them for you.
- To select more than one procedure at a time, hold down the Ctrl key (or the Shift key) as you click each procedure to be included on the claim.
- Once you create a claim, a line item for the claim appears in the patient’s Ledger.
- You can also delete claims. To do so, read Deleting Primary Claims in Dentrix Help. However, you cannot delete claims that are in history, or if a secondary claim has already been created from the primary claim.
- When you set up the Direct Processing Options for the Ledger, you can choose whether to print the claim, send it to the Batch Processor, or send it electronically. To learn how, read Setting Up Direct Processing Options in Dentrix Help.
- To learn more about creating a primary insurance claim, read Creating Primary Dental Insurance 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.) - Select Corey Hansen in the Ledger.
- Create an insurance claim for procedures D2160 (tooth #18) and D2140 (tooth #19). (If the procedures don’t exist, create them.)