It’s important to generate the Insurance Claim Aging Report to follow up on outstanding claims and make sure none of your claims are going unpaid. You can view claim status notes on the Insurance Aging Report so that when you generate the report, you have complete information about each claim.
To display claim status notes on the Insurance Aging Report:
- From the Office Manager, click Reports > Ledger > Insurance Aging Report.
- Set up the report as your normally would.
- Check the Print Status Notes option.
- Click OK. The report will be generated and all status notes entered for each claim will be listed below that claim on the report.
Not using claim status notes? See our previous post titled, Entering Insurance Claim Status Notes to learn how to get started.
For additional information, read Managing Your Past Due Insurance Claims article in Dentrix Magazine, or the Insurance Aging Report topic in Dentrix Help.