One report you should run daily is the Procedures Not Attached to Insurance Claims Report. This report displays a list of insured patients with completed procedure(s) that have not had a claim created. You can filter this report to include a range of patients, providers or procedures performed within a date range. You should run this report to ensure procedures are billed to a patient’s insurance.
For more information about this report, see the Procedures Not Attached to Insurance Claims topic and accompanying video in Dentrix Help.