Tuesday, September 29, 2015

Finding the information you need on the Insurance Aging Report

Unless you are looking at an individual patient's Ledger, there is no way of knowing whether an insurance claim has been paid, or if there is something delaying the payment. By running the Insurance Claim Aging Report on a regular basis, you can keep an eye on unpaid claims and identify which may need to be followed up on. This report contains a lot of useful information, but can be overwhelming to look at. Below is a sample report that identifies the information you should be looking for:



The Insurance Claim Aging Report consists of the following information:


  1. Aged Balances - The claim balance is displayed in aging brackets.
  2. Service - The service date (the date of the procedure) is pulled from the Primary (or SecondaryInsurance Claim dialog box which can be accessed by double-clicking a claim in the Ledger. The service date is automatically entered when a claim is posted.
  3. Dates associated with the claim - If you have entered dates in the Insurance Claim Status dialog box, the corresponding dates appear on the report (seen in pink in the image):
    • Sent - The date the claim was sent. If you send a claim electronically, the Sent date is automatically entered in the Insurance Claim Status dialog box.
    • Tracer - The date the tracer was sent (if any)
    • On Hold - Indicates the date the claim was placed on hold (if any)
    • Re-Sent - The date the claim was re-sent to the insurance carrier (if applicable). If you re-send a claim electronically, the Re-Sent date is automatically entered in the Insurance Claim Status dialog box.
  4. ID Number - This is a unique number that Dentrix assigns to the claim. This number is not the same number the insurance carrier assigns to the claim.
  5. Claim Status Notes - If you select Print Status Note when setting options for this report, claim status notes entered in the Insurance Claim Status dialog box appear on the report.
Once you better understand how to interpret the information on the report, it becomes more useful to you.

For more information on how to generate this report, see the "Insurance Aging Report" topic in the Dentrix Help, or sign up for the 10 Basic Dentrix Reports Every Office Should Use course offered at the 2015 Business of Dentistry Conference.

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