Updated 7/18/2019

Wouldn’t it be nice if all insurance companies asked for the same information on claims? Sadly, that’s not the case! And you have to give the insurance companies exactly what they want, and how they want it, if you don’t want those claims delayed or rejected.

It may be that a specific carrier likes you to use a certain font size, date format, or the patient’s social security number in place of the chart number. And there are those PPO companies you contract with that want to see your billing provider fees rather than contracted fees.

In Dentrix, the Claim Setup option allows you to change your claim form to accommodate such requirements.

Watch the video below for a step by step demonstration on how you can customize your claim forms to meet the needs of the individual insurance carriers you work with.