Do you have patients with completed procedures for which you have not collected insurance payments? Are you wondering why? Could it be that their procedures were never assigned to any claims? The Procedures Not Attached to Insurance Claims report can help, as it compiles a list of insured patients, and their completed procedures, that have not been assigned to insurance claims. This report can also help you find lost collection income currently held-up in claims that have not been created for procedures performed.
Watch this video to learn how to generate the Procedures Not Attached to Insurance Claims report. (Duration 1:34)
Additional Tips
- You should run this report every week.
- This report excludes procedures flagged as “Do not bill to insurance”.
- The report includes the following important information:
- Procedure Details – Each line item includes the patient’s name, procedure date, applicable tooth number(s), procedure code, procedure description, and procedure total.
- Expiration Date – This is the deadline for submitting a claim for the completed procedure(s). Dentrix calculates the expiration date by using the Claim Deadline that is set in the insurance group’s coverage table. If you have not set the Claim Deadline, then the expiration date will show the procedure’s posting date.
- Total – The total production value of all procedures included in the report.
- To learn more generating the Procedures Not Attached to Insurance Claims report, read Procedures Not Attached to Insurance Claims Report in Dentrix Reports Reference and Procedures Not Attached to Insurance Claims in Dentrix Help.
Check Your Knowledge
Use Dentrix to check your knowledge with this exercise.
- Run the Procedures Not Attached to Insurance Claims report for dental claims.
- Select provider(s) of your choice.
- Enter a date range that will generate results. (You may need to expand the range to generate results.)