Sending claims

You can send claims that were created previously but not submitted to insurance carriers.

Note: Sending claims requires the "Send Insurance Claims" security right.

To send claims

Do one of the following:

• For one or more patients

  1. On the Unsent Claims page, select the check box of the claims that are ready to be sent. Claims displayed in the color green have a Ready status (all required information is present on the claim).

     

     Important: Fix the problems for claims with a yellow Warning status (information is missing from the claim but might not be required) and/or a red Needs Attention status (required information is missing from the claim) before attempting to submit the corresponding claims. To view and edit claim details, click (or tap) a claim.

     Note: To reduce delays or non-payments from insurance carriers, Dentrix Ascend alerts you when, according to NEA guidelines, supporting documentation is recommended for any procedures on a claim. For a secondary (or tertiary or quaternary) insurance claim, a warning message includes a recommendation to attach the EOBs from the corresponding primary (and/or secondary and/or tertiary) claims before submitting the secondary (or tertiary or quaternary) claim.

     An orange warning icon appears in a claim's Att. column when claim attachments are recommended. To see the applicable procedures and recommended attachment types, click the warning icon. In the pop-up message that appears, you can click Add Attachment(s) to open the claim so you can add attachments.

     

     You can ignore a warning and submit the claim without the recommended attachments.

     Important: Ignore an attachment recommendation only if you are certain that the payer does not require supporting documentation for the procedure.

  2. Click (or tap) Send Selected Claims.

• For a specific patient

  1. Do one of the following:

     • On a patient's Insurance Claims page, click (or tap) a claim with a status of Unsent.

       

     • On a patient's Ledger page, click (or tap) a claim with a status of Unsent.

       

     The Claim Detail dialog box appears.

     

     Note: For an electronic claim submission, Dentrix Ascend transmits separate service lines for identical procedures on the the same claim. For the known carriers, such as Medicaid and Blue Cross/Blue Shield, that require a single line with a quantity value for identical procedures on the the same claim, claims are processed accordingly through the clearinghouse. If you receive a notice from a payer, stating that a quantity value is required for identical procedures, contact Support with that information, so the needed functionality can be provided.

  2. Click (or tap) Submit.