The Insurance Claims to Process report lists insurance claims that have been posted to the Ledger but have not yet been sent to the Batch Processor, printed, or sent electronically. Generate this report to identify unsent insurance claims, to ensure claims are processed after being posted to the Ledger, to view the production value of unprocessed insurance claims, and to find electronic claims that have been rejected during the validation process and have not yet been corrected and resent.
Watch this video to learn how to generate the Insurance Claims to Process report. (Duration 1:35)
Additional Tips
- You should generate this report daily or weekly.
- You can also use the information in this report to identify insurance companies’ claim payment submission deadlines.
- It’s important to understand the following difference between the Insurance Claims to Process and the Procedures Not Attached to Insurance Claims reports:
- The Insurance Claims to Process Report lists which patients have had claims created, but not sent (printed or submitted electronically) to the insurance company.
- The Procedures Not Attached to Insurance Claims Report lists which insured patients have not had claims created for completed procedures.
- To learn more about generating the Insurance Claims to Process report, read Insurance Claims to Process Report in Dentrix Help.
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