Creating primary medical claims

Before you can create a medical claim, you must cross-code at least one procedure for medical insurance. Once you have cross-coded a procedure, you can create and print a medical claim. Before printing a medical claim, you need to purchase HCFA pre-printed claim forms.

When creating claims, you can use Dentrix to do any of the following:

· If you posted procedures that can be cross-coded but did not enter the cross-coding information, a dental claim is created for the procedures.

· If you entered a combination of cross-coded and dental procedures for the day, two claims are created: a medical claim that includes all cross-coded procedures and a dental claim for procedures that are not cross-coded.

· If you assigned more than four ICD-9-CM diagnostic codes to the cross-coded procedures, a warning appears. Click OK to assign some of the cross-coded procedures to additional medical claims.

To create a primary medical claim

1 . With a patient selected in the Ledger, select a transaction that you want to create a medical claim for.

2. Click Insurance, and then click Today’s Procedures.

The Primary Medical Insurance Claim window appears.

3 . Edit the claim information as needed.

Note: For more information on the Primary Medical Insurance Claim window, click Changing medical claim information.

4 . In the menu bar, click Submit.

The Submit Claim dialog box appears.

5 . Click one of the following:

· Batch to send the claim to the Batch Processor.

· Send Electronically to send the claim electronically using eTrans.

· Print to print the claim immediately.

Insurance - Today’s Procedures - Batch, Send Electronically, and Print

To create a claim using one of these options

· With a patient selected in the Ledger, from the Insurance menu, click one of the following options:

· Today's Procedures - Batch: Create a claim from today’s procedures and send it to the Batch Processor.

· Selected Procedures - Batch: Create a claim from selected procedures and send it to the Batch Processor.

· Today's Procedures - Send Electronically: Create a claim from today’s procedures and send it electronically. You must first set up an eServices account to use this feature.

· Selected Procedures - Send Electronically: Create a claim from selected procedures and send it electronically. You must first set up an eServices account to use this feature.

· Today's Procedures - Print: Create a claim from today’s procedures and print it.

· Selected Procedures - Print: Create a claim from selected procedures and print it.