In a previous post we outlined the process for entering a batch insurance payment. But did you know that you can “pause” in the middle of entering a large insurance check and come back to it later? You can have an insurance check for several thousand dollars that needs to be posted in Dentrix for multiple patients, and inevitably you get interrupted (sometimes multiple times) in the middle of entering those claim payments.
In such a case, you should close the Batch Insurance Payment Entry dialog box in Dentrix to save your progress. To do this, click the Close button in the upper right corner of the dialog box. A warning message appears stating that the amount you posted does not match the insurance check amount you entered, and asks if you want to save this session to post additional claims later.
Click Yes and the dialog box closes and saves your progress*.
When you are ready to resume entering claim payments on this check, from the Ledger, click File > Enter Batch Ins. Payment (Pending) to re-open the unfinished claim.
All previously entered claims are still intact, and you can begin from where you left off, without having to start over.
*Note: While you can close the Batch Insurance Payment Entry dialog box and have your progress saved, your work will NOT be saved if you close the Ledger entirely. If you attempt to close the Ledger, you will get a warning that you have a pending Batch Insurance Payment Entry session, and that by closing the Ledger all payment entries will be lost. You can however, switch patients in the Ledger without fear of losing your progress.
For additional information read the various topics under Entering Batch Insurance Payments Overview in Dentrix Help.