Tuesday, November 25, 2014

Automatically Creating Secondary Claims

Dentrix can save you time and speed up your claim process by automatically creating secondary claims when you have posted a payment to close a primary claim. In addition to having Dentrix create the secondary claim, you can have Dentrix automatically close the claim if the secondary claim comes back with no pending insurance estimate.

To automatically create secondary claims:
  1. From the Ledger, click File > Insurance Payment Setup. The Insurance Payment Setup dialog box appears.

  2. In the Additional Options group box, check the Auto-Create Secondary Claim with Primary Payment option to enable Dentrix to automatically create a secondary claim.
  3. Check the Auto-Receive Secondary Claim if No Pending Ins Estimate option to enable Dentrix to automatically post a zero payment and close out the secondary claim if the insurance estimate is $0.00.
  4. Click OK.

1 comment:

Melissa Erickson said...

Thank you! That's a fantastic tip! -Melissa Erickson