Entering an Additional Insurance Payment

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Occasionally, insurance carriers will send a partial payment for an insurance claim while waiting for more information on other procedures. You can post the claim’s payment for the paid procedure and then enter an “additional” payment after it arrives.

Watch the following video to learn how to enter an additional insurance payment. (Duration 0:37)

Additional Tips

  • If you want to assign an additional payment to a provider that is not listed in the Provider Amounts list, click Add and select the appropriate provider. Then enter the payment when prompted.
  • When an additional insurance payment is received, it can be challenging to locate the Ledger’s original claim. To display the claim, select any of the claim’s procedures and click View > Show Transaction Links. All associated procedures, insurance claims, and insurance payments will be highlighted. To learn more about transaction links, read the Tip Tuesday blog post Showing Transaction Links in the Ledger and Viewing Transaction Links to Insurance Claims in Dentrix Help.
  • To learn more about entering an additional insurance payment, read Entering Additional Insurance Payments in Dentrix Help.

Check Your Knowledge

If you have access to Dentrix, check your knowledge with this exercise.

  1. Switch to the Dentrix demo database.
    (Skip this step if you are using the Dentrix Learning Edition software.)
  2. Select any patient and post the multi-code procedure TxRC/Crwn, for tooth number 16.
  3. Post a claim for both procedures (X4079 and X4617).
  4. Enter an itemized payment for X4079 (enter zero for X4617).
  5. Now, post an additional insurance payment for the other procedure.
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