New this fall! Our Insurance Billing & Collections Workshop is designed to give you an in-depth understanding of all the insurance claim tools and processes in Dentrix so you can correctly bill insurance and collect more quickly and easily. Here is a sneak peek into the Receiving Insurance Claims section of the workshop.
Splitting primary insurance claims
When you receive payment for some but not all of the procedures in an insurance claim, you can either split the claim or post multiple payments to it. Splitting the claim can make tracking the unpaid procedures easier by moving them into a new, separate claim. Now you can track the unpaid procedures using all the regular reports and options available for any unpaid claim.
TIP: Once any payment (even a partial one) has been posted to a claim, the claim is labeled “Received” and is no longer included in the pending insurance estimates for outstanding claims.
In the example below, the insurance carrier has paid on the exam and cleaning, but is requesting more information about the four-surface restoration you performed on tooth 6. You can split the claim in order to post the payment to the exam and cleaning and create a separate, unpaid claim for just tooth 6.
To split a claim:
From the Insurance menu, click Split Primary Claim. The Split Claim dialog box will appear.
Under Claim #1, select the procedure that you want to move to the new claim. Click the Down Arrow button. Dentrix moves the selected procedure to the Claim #2 area.
TIP: You cannot split a claim if any of the following is true: