Blank Claim Form

Created by Nicole Soler, Modified on Tue, 13 Jan at 3:04 PM by Nicole Soler

To make a claim for a situation such as this is to paper-print a claim through reports/blank insurance forms:

  • access the patient record
  • click reports/blank insurance forms
  • click the box for "Print Patient Information"
  • type the patient's last name, and click the Search button
  • use the calendar icons to change the dates, ensure the DOS date(s) are in the From and Through fields
  • since you've got the proper insurance plans in the proper places (Primary, Secondary), the "Print Insurance" section should be correct
  • Print/Preview
  • Denticon suggests that you click the OK button to add a patient note. By doing so, you will have an entry in the Patient Notes that a claim was printed; there will not be a claim in the ledger to post payment toward. Instead, when the insurance money comes in, the insurance payment made through Transactions/Insurance Payment will go toward "Previous Balance."

 

A screenshot of a computer

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A screenshot of a computer

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