For most offices, handling insurance claims is a big part of the practice management routine. Dentrix includes several features to simplify claim processing.
Did you know you can use the Dentrix Ledger to not only add procedures to a patient’s treatment plan, but you can also generate a pre-treatment estimate for treatment-planned work?
To create and send a pre-treatment estimate from the patient’s Ledger:
- With a patient selected in the Ledger, from the Options menu, click Treatment Plan.
Note: The Ledger-Treatment Plan view appears with a different background color, to help you know you are in the Treatment Plan view and not the Ledger view.
- Only treatment-planned procedures appear in the Ledger-Treatment Plan view. (If there are no treatment-planned procedures, you can add them from this page by clicking Transaction > Enter Procedure.) Select the line item(s) to create the pre-treatment estimate for, and click Insurance from the Ledger menu and click Selected Procedures. The pre-treatment estimate will be created, and the Primary Dental Pre-Treatment Estimate dialog box appears so you can edit the claim information.
- Double-click the Claim Information block to add attachments to the claim, such as X-rays and images in the Primary Dental Pre-Treatment Estimate dialog box. Double-click the Remarks for Unusual Services block to add a clinical narrative as needed..
- Once you have modified the claim as needed, click Submit and choose to send the claim electronically, print it, or send it to the Batch Processor.
For additional information, read A Checklist for Better Managing Pre-Authorizations in Dentrix Magazine.