4 Tips for Filing Insurance Claims – Dentrix Magazine (2024)

Four things you should be doing when submitting claims to help minimize delays and denials.

In most dental offices, insurance payments make up a large portion of the office’s overall collections. Therefore, it’s important to file accurate dental insurance claims in order to get them paid as quickly as possible. One way to do that is to make sure you are filing claims with all the applicable information the first time, to avoid delays in payment. Here’s some tips to help you get paid faster.

Include a Detailed Narrative

A well written narrative on an insurance claim can be the difference between a payment and a denial. Train your clinical team to make detailed notes about why procedures need to be completed that you can include on the insurance claim. Procedures such as crowns, bridges, implants, and scaling and root planing will all require a narrative. Your clinical team can document the need for the procedure in the Clinical Notes, which you can then copy into the Remarks for Unusual Services area of the claim form. They can also document this type of information in the Procedure Notes, which can be copied directly into the Remarks for Unusual Services by selecting the Notes from Procedures option.

4 Tips for Filing Insurance Claims – Dentrix Magazine (1)

For procedures that always use the same narrative (for example, nitrous oxide), you can create claim remarks templates, which can then be added onto the claim.

Attach Clinical Evidence to Support the Claim

Be sure to attach clinical evidence for the insurance to review along with the claim. Include X-rays, periodontal charting, and intraoral photos. Digital records and X-rays make attachments quick and easy. You can attach X-rays directly from Dexis or Smart Image, periodontal charting right from the Perio Chart, and you can import files and use the screen capture feature for other types of attachments.

4 Tips for Filing Insurance Claims – Dentrix Magazine (2)

If you are filing a secondary claim, you can attach the explanation of benefits from the primary insurance carrier from the Dentrix Document Center. Adding all necessary attachments the first time makes a big difference. If you forget to add attachments, you have to wait three to six weeks to receive the explanation of benefits requesting the attachments, and then an additional three to six weeks to finally receive payment.

Be Sure Insurance Information is Accurate

This may sound silly, but make sure you have the correct mailing address and payor ID for insurance claims. If this information isn’t being checked and updated on a regular basis, it could cause claim delays. When entering a new insurance plan for a patient or when updating a plan, always check the mailing address and payor ID to be sure they are correct.

Read eClaims Reports

When you receive eClaims reports, be sure to read them thoroughly. They will provide you with a warning if you’re missing required information like an attachment or a narrative. Claims missing critical information such as subscriber ID won’t be sent and will alert you there is a problem.

eClaims also sends you reports on previously submitted claims. This can alert you to problems such as if the subscriber is not found by the insurance. This allows you to work on the issue without having to wait for the explanation of benefits from the insurance company. You can contact the patient to verify their information or find out if they have a new dental insurance plan.

Dentrix can help with automatic attachments. Dentrix G7.3 introduced a feature to automatically add attachments required by insurance companies. Automatic attachments eliminate the possibility of forgetting to manually add the attachment. Automatic attachments are based on the procedure code on the claim and the requirements for that particular insurance company. Dentrix has this information entered by default, but it can also be edited, and you can add to the list as you learn about additional attachments that are required by the insurance company.

Submitting claims properly with all necessary information the first time can help your office get paid by dental insurance companies faster. Since dental insurance payments generally contribute a significant percentage of a dental office’s overall collections, having a quick turnaround time from submitting claims to receiving payments is crucial. It helps to keep accounts receivable current and have a healthy cash flow.

Learn More

For additional information, read the following :

  • Automatic eClaims Attachments
  • Reminder: This Claim Needs an Attachment
  • eEOBs Automatically Saved and Attached?! Yes, Please!
  • Using Screen Capture for Claim Attachments

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By Charlotte Skaggs
Certified Dentrix Trainer and The Dentrix Office Manager columnist

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for over 20 years and is a certified Dentrix trainer. Contact Charlotte at vectordentalconsulting@gmail.com.

4 Tips for Filing Insurance Claims – Dentrix Magazine (2024)

FAQs

4 Tips for Filing Insurance Claims – Dentrix Magazine? ›

Click the Home button located in the upper left corner of your screen, and then click Create Claims. You'll be taken to the Create Claims page, which displays any procedures not currently attached to a claim for patients with insurance coverage. To create claims, click the Create Claims button.

How do I create an insurance claim in dentrix? ›

Click the Home button located in the upper left corner of your screen, and then click Create Claims. You'll be taken to the Create Claims page, which displays any procedures not currently attached to a claim for patients with insurance coverage. To create claims, click the Create Claims button.

How to correct a claim in Dentrix? ›

Q: How do I resubmit a claim? A: To resubmit a claim, you need to correct any erroneous information, delete and recreate the claim in the Ledger and resend it to the Batch Processor to go with your daily batch of electronic claims. The eServices department does not have the ability to resubmit claims for your office.

How to batch claims on Dentrix? ›

In the Office Manager, click File > Batch Ins Claims. Enter the range of dates, providers, and billing types for which you want to create claims. Check the Include Procedures with 0.00 Amounts box if you would like insurance claims created for procedures billed as $0.00.

What are the 5 steps to file a claim? ›

Your insurance claim, step-by-step
  1. Connect with your broker. Your broker is your primary contact when it comes to your insurance policy – they should understand your situation and how to proceed. ...
  2. Claim investigation begins. ...
  3. Your policy is reviewed. ...
  4. Damage evaluation is conducted. ...
  5. Payment is arranged.

What are three important tips on filing an auto insurance claim? ›

Important Tips
  • Read your policy. ...
  • If you don't understand your policy, ask your agent and/or company for clarification.
  • If you have an accident, call the police. ...
  • Get as much information as possible at the accident scene to furnish to your agent and/or insurance company.

How do I create a Dentrix template? ›

With a patient selected in Patient Chart, click the Clinical Notes tab at the bottom of the window. Next, click the Template Setup icon on the right of the panel. In the Template Setup dialog box, click New Template. This opens the New Clinical Note Template dialog box where you will create your template.

How do I send a claim electronically in Dentrix? ›

To send claims electronically: From the Batch Processor in the Office Manager, select the claims and attachments you want to send electronically. Click the Electronic Claims Submission button. Click the Selected Dental Claim Forms option and click OK to open the Validation Report dialog box.

How do I document an insurance claim? ›

Make sure you get the following:
  1. Name, address and phone number of the other driver(s) and a photo of their driver's license, if possible.
  2. Insurance policy numbers.
  3. Year, make, model and license plate numbers of all the vehicles involved.
  4. Photos of the accident from all sides and angles.
Mar 18, 2024

How to rebill a claim? ›

To resubmit a claim, it needs to be placed back into the Bill Insurance area. This can be done by selecting Resubmit or Send to insurance invoice area as the session action when posting a payment. If you try to resubmit a claim that was previously denied, you can receive a claim rejection for a duplicate claim.

How to find insurance adjustments in Dentrix? ›

Specifying Default Adjustment Types

The Insurance Payment Setup dialog box appears. Under Insurance Adjustment Setup, click the search buttons to open the Select Adjustment Type dialog box and select the default insurance write-off and refund adjustment types.

What are offsetting adjustments in Dentrix? ›

What are Offsetting Adjustments? Offsetting adjustments are adjustments types that are created automatically by the Allocate Credit Balances, Family Edit, or Inactivate Provider features of Dentrix.

How do you set procedure times in Dentrix? ›

Each procedure in Dentrix is assigned a number of procedure time units that it takes to complete. To view or change a procedure's time units, from the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup. Select a procedure code category and individual code, and then click Edit.

How do I create a secondary claim in Dentrix? ›

In the Ledger, click File > Insurance Payment Setup, and then check the Auto-Create Secondary Claim with Primary Payment option. Additionally, there may be times when primary insurance will pay the entire cost of the procedure(s), and there isn't a need to bill secondary.

What are the stages of a claim? ›

Key Stages to Making a Compensation Claim
  • Initial Instructions. ...
  • Letter of Claim. ...
  • Collating Evidence. ...
  • If Liability is Admitted. ...
  • Obtaining Medical Evidence. ...
  • Preparing a Schedule of Financial Losses. ...
  • Negotiating Settlement. ...
  • If Liability is Denied.

What are 5 claims? ›

The six most common types of claim are: fact, definition, value, cause, comparison, and policy. Being able to identify these types of claim in other people's arguments can help students better craft their own.

What is the procedure for claim? ›

Step-by-step procedure to file a claim

The first step of claim process is to contact your insurer and intimate about the claim. Fill your claim form and attach the relevant documents. A surveyor conducts damage evaluation. Acceptance of your claim.

What are the 3 parts of claim? ›

  • PARTS OF A CLAIM.
  • a. THE PREAMBLE.
  • b. TRANSITIONAL PHRASE.
  • c. THE BODY.

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