Tuesday, March 31, 2015

Are all your insurance claims being sent out?

A couple of weeks ago, I gave some recommendations on your Daily, Weekly, and Monthly management routines and today’s article definitely should have been put into the Weekly routine. Do you ever wonder if all your insurance claims are being sent out in a timely manner … or even being sent out at all? This tool in Dentrix will screen all your charges and make sure they are batched up to send out just in case you got distracted and missed a couple. Most dental offices I work with batch up the claims on the ledger as the patient is checking out and this is why I think this feature is so important.

From the Office Manager, there is an icon at the top of the toolbar with a big INS on it. If you hover over it, it says “Create Batch Primary Dental Insurance Claims.” When you click on this icon, it will open a new window where you can select a date range, provider, and select whether or not you want to send out claims with procedures with a $0 amount. As soon as you click OK, it will search for all procedures that have been posted and not sent to insurance. It will give you a total and send them all to the Batch Processor.

Now you might have several claims that get created (I was in an office recently that had 109 for a three-month period). What I would recommend is that you run this on a weekly basis so hopefully you only have a few to sort through. Sometimes there is a reason why the claim is not being sent to insurance.

If you already use this feature in Dentrix . . . great job!

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.


  1. I have bookmarked your blog, the articles are way better than other similar blogs.. thanks for a great blog!

  2. i still end up finding claims that have been batched but not sent i usually find them when doing my aging report

    1. Yes, if a claim has been batched but not sent you will find it on the Insurance Aging Report. There is currently not a report to list claims that have been batched but not sent.
      Thank you,