Wednesday, August 21, 2019

A Few Remarks about Claim Remarks Templates

Do you find yourself writing the same narrative over and over on insurance claims? I’ve found that for some procedures I tend to write the same narrative for many patients. For example, scaling and root planing is a procedure I find myself writing similar information for every patient.

In Dentrix you can set up templates for claim remarks to add narratives to claims with a single point and click. This can save time so that you aren’t always re-typing the same notes. And by having a note template set up, it takes the guesswork out of what to write in the claim remarks.

Insurance companies are constantly changing the information they want to know about a procedure and providing them with that information when initially filing the claim can help to avoid delays in payment.

I’ve set up claim remarks for the following procedures:

  • Crown due to cracked tooth
  • Crown following endodontic therapy
  • Crown due to large filling with recurrent decay
  • Nitrous Oxide
  • Scaling and Root Planing

I also have a claim remark setup that states that a primary EOB is attached, to use when filing a secondary claim.

Pre-written claim remarks can be added to a claim and can also customized within the insurance claim window in the Dentrix Ledger. These notes can also be set up and customized in the Office Manager. You can choose to select one or multiple claim remarks on each claim.

Delays in insurance payment for insufficient information can be avoided by providing insurance companies with any and all information they may request when initially filing the claim. Receiving insurance payments in a timely manner helps to maintain healthy accounts receivable and cash flow.

If you have questions about how to set up claim remarks or why it’s important to add them, please e-mail me at Let me know what procedures and situations you create claim remarks for!

Charlotte Skaggs, Certified Dentrix Trainer

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 almost 20 years and is a certified Dentrix trainer. Contact Charlotte at

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