Create An Insurance Claim

When you produce an insurance claim, the procedures are automatically marked as outstanding for insurance payment. Once marked as outstanding, a procedure will not be included on any other claim produced from the Family Ledger or Print Batch Insurance. This insures you do not accidentally file a claim twice.

Unlike the Family Ledger & Batch Insurance, Create an Insurance Claim lets you produce a claim for procedures whether they are outstanding or not. This is helpful if the first claim was lost, did not align properly on your printer, etc..

  1. When you select Create an Insurance Claim, the system prompts for the name or number of the patient for whom you would like to produce the claim.
  2. If the patient has both dental and medical coverage, the system asks whether you would like to produce a dental or medical claim.
  3. If he has more than one carrier for the type of coverage selected, it asks whether you would like to send the claim to the primary or secondary carrier.
  4. It then asks you to enter a range of dates.

    If you requested a dental claim, all the procedures performed for the patient within the range of dates with an ADA code 0100-9999 will be included on the claim. If you requested a medical claim, all the procedures performed for the patient within the range of dates with a CPT code 10000-99999 will be included on the claim.

See Preparing an Insurance Claim for a detailed explanation of the additional prompts you are given whenever you produce an insurance claim.