Did you know that Dentrix lets you post payments to multiple claims quickly and easily without having to open each patient’s claim individually? The Batch Insurance Payment Entry feature in the Ledger lets you post payments and adjustments for all claims associated with an insurance check, all within the same window.
Note that the procedures discussed here are for the Manual batch entry type only. (To batch enter electronic Explanation of Benefits (eEOBs or ERAs), you must register for this option by clicking the Register for Electronic EOBs button or by calling 800-336-8749.)
You can access the Batch Insurance Payment Entry dialog box from the Ledger by clicking File and then Enter Batch Ins. Payment. Under Insurance Payment, in the Amount box, enter the amount of the insurance payment and then select a Payment Type. Depending on the payment type—check or credit card—enter either a check number and bank/branch number, or the last four digits of the credit card and the card’s description.
Next, click the Insurance Carrier Name search button, search for the correct carrier, and select the carrier. All the open claims for that carrier will appear in the Pending Claims list. There may be multiple open claims in the list. The insurance check may not include payments for all of the claims listed, but all open claims for the carrier will appear in this list.
To make it easier to find the claims you need, click any of the column headers to sort the information. For example, click Subscriber Name, Patient Name, or Date.
Select an open claim from the list and then, under Enter Payment, you will see the itemized detail for the claim. Click the Paid box and enter the amount that was paid by insurance for that procedure. Use the Enter or arrow keys on your keyboard to move quickly to different boxes within this section and update all amounts that insurance paid for the procedures.
To update the payment table for a procedure, under the Pmt Table column, select the Update check box for that row. Fill in any adjustment, deductible, and claim status note information as needed. When you’ve entered the detail for the claim, click Post Claim.
Repeat as needed for the other claim payments included on the insurance check. When finished, click Close to post the payments to the Ledger.
For more information, read the following topics in the Dentrix Help: