When problems arise with your insurance claims, it is valuable to understand the submission history for the claim. When was the claim created? Was it printed or sent electronically? Did you receive a warning about missing information or attachments? How recently did a member of your team contact the insurance carrier about this submission?
The insurance Claim Status Notes provide a place to document this information. Dentrix will apply some statuses automatically, and you can add your own status updates and explanation notes as well. This documentation will help you if you need to follow up on the claim later.
Watch the following video to learn how to view, add, or edit claim status notes. (Duration: 1:12)
Additional Tips
You can post status updates using the following statuses:
- Sent – Select if the claim has been submitted.
- Not Sent – Select if the claim has not been submitted.
- Contested – Select if the claim or portions of the claim are being contested.
- Information Needed – Select if more information about the claim has been requested.
- Partially Paid Info – Select to enter information about a partially paid claim.
- Re-Sent – Select if the claim was resubmitted.
- Other – Select to enter any miscellaneous notes about the claim.
To learn more about Claim Status Notes, read Adding claim status notes 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 the Ledger, and select Ken Abbott
- In Ledger > Transaction > Enter Procedures, post some completed procedures to the patient’s ledger.
- Select Insurance > Today’s Procedures (Batch)
- Open the insurance claim and observe the automatic insurance claim notes that were created.
- Double-click the claim notes and add a new status.