Thursday, May 7, 2015

Someone deleted the entire Batch Processor . . . how do I find all those claims?

Do you ever wonder if all your claims are being sent out? Has the batch been completely deleted and you are worried there were insurance claims on there? Do you want to know what reports to look at to manage your claims? If you answered “yes” to any of these questions . . . read on. 

Recently I wrote about the “Create Batch of Primary Dental Ins Claims,” but there are a couple of other tools at your fingertips to make sure nothing falls through the cracks. If you want to read this article, CLICK HERE to be directed to it.
  • Insurance Claims to Process – This report gives you a list of patient names for claims that still need to be batched, printed or sent electronically. If the claim has a status of “created, eValidated, eWarning or eRejected,” the patient’s name will show up on this report.
  • Procedures Not Attached to Insurance – This report is similar to the “Create Batch of Primary Dental Ins Claims,” but it will only give you a list of patients, the procedures and date of service. You would then need to either go to each patient’s ledger and batch up the claim individually or run the “Create Batch of Primary Dental Ins Claims” to batch them all up at once.
  • Insurance Aging Report – This report should be managed on a weekly basis. However, if you think there are claims that have been batched up and accidently deleted off the batch processor before they got sent out, this is the only way to find them. When you run this report, make sure you click to view status notes. If the claim has only been batched, it has not been sent out and therefore not being paid. For more information on this report, CLICK HERE.

Lately, I have been noticing the insurance accounts receivable on the insurance side going up in a lot of practices. I don’t want this to happen to you. Look at your reports and get your claims out in a timely manner.

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 and contact Dayna at

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