Tuesday, November 6, 2018

Creating and Using Claim Remark Templates in Dentrix

Anything you can do to not delay an insurance claim being sent is a good thing. Often, claims are held up because you are waiting for a provider to write a narrative. But by setting up claim remark templates, especially for the most common narratives you use on claims, you can easily attach a narrative and just fill in the specifics for the individual claim.

For example, on a crown procedure, if a tooth has insufficient tooth strength and retention for the crown due to prior endodontic treatment, you can create a custom claim remark template that will only require the addition of a specific tooth number before it can be attached to a claim and sent.

Here’s how:
  1. From the Office Manager, click Maintenance > Practice Setup > Custom Notes > Claim Remarks Setup.
  2. Click New.
  3. Enter a claim remark description and note in the corresponding fields.


  4. Click OK to save the template.

Then, when you need to add this claim remark to an actual patient's claim, open the patient's Ledger, double-click the claim, and double-click the Remarks for Unusual Services block.


Click the Claim Remarks button to view the claim remark templates you have previously created. Select the template you want to use and click Edit.


Enter the specifics (tooth number, surfaces, etc.) that apply to the procedure and click OK.


Then click OK again to attach the remark to the claim. And finally, submit the claim using your normal process.

In your next team meeting, identify the most common claim remarks your office uses and create a template for them to save time and be able to submit claims to insurance carriers without delay.

For three simple rules to remember when writing claim remarks, see the previous Tip Tuesday post titled, Reduce Claim Denials by Using Claim Remarks.

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