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Who Should Attend

This in-depth workshop is for experienced Dentrix users who need to gain a detailed understanding of how to manage the insurance claims process in Dentrix, in order to collect more quickly and easily. Participants in this one-day class will learn to properly create and send pre-authorization claims, create and send primary and secondary claims, add attachments and remarks to increase acceptance, enter and split payments, and generate important reports to identify claims that need follow-up. (Note: insurance plan set-up will be covered in a future class.)


The Insurance: Billing and Collections Workshop is for you if:

  • You need a detailed understanding of all of the Dentrix features that help you create, track, receive, and set up insurance claims
  • You want to understand the insurance claim process in Dentrix from beginning to end
  • You want to learn tips and tricks to help you speed up claim creation, increase the likelihood of claim payment, efficiently and effectively manage insurance claim payments, and follow-up on outstanding claims
  • You are an experienced front-office Dentrix user, office manager, or practice owner
  • You want a hands-on training experience with a Dentrix Certified Trainer
  • You want to get away from the office for one day to focus on learning and interact with other Dentrix users

What You’ll Learn

Processing and Tracking Insurance Claims

Learn how to create pre-authorizations and claims, add claim information and remarks, add attachments to claims, print claims, send claims electronically, track claims, and generate important claim reports. Get tips and tricks for speeding up the process and improving your insurance claim routines.


Receiving Insurance Claims

Learn how to enter claim payments, split claims, enter additional insurance payments, enter adjustments, use electronic EOBs, and enter batch insurance payments. Get tips and tricks for automating the process and saving time.


Setting up Claim Defaults

Learn how to set important insurance claim options like signature on file options, claim formats, provider insurance IDs, claim providers, signature options, payment options, and processing options. Get tips and tricks for customizing Dentrix to work the way you want to process claims in your office.



Henry Schein Practice Solutions is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing dental education programs of this program provider are accepted by the AGD for Fellowship, Mastership, and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from 01/01/2011 to 12/31/2014. Provider ID#: 218910



Henry Schein Practice Solutions is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. HSPS designates this activity for 6 continuing education credits per day of class time.