If you work with insurance companies, you know that dental insurance claims can be denied or delayed for a myriad of reasons. For example, it could be that an attachment was missing or the incorrect procedure was submitted. Claim denials or delays may require that you resubmit or alter a claim in order for it to be accepted and reimbursed by the insurance company.  

Tracking changes to a claim will help you better manage them as well as help you avoid those same mistakes with future claims.  

Every time a claim is created, split, resubmitted, or deleted, Dentrix Enterprise tracks the history of that claim.  You can view the history of a single claim or all claims, including those claims that have been deleted from the Ledger.  

How to view history of a single claim

  1. Open a patient’s Ledger.
  2. Do one of the following:
    • Select a claim, open the Insurance menu, and then click View Selected Claim’s History
    • Double-click a claim to open it. Open the Claim menu, and then click View Claim History

The Insurance Claim History dialog box displays when a claim had changed, the reason why it changed, and information about the claim itself.  

How to view history of all claims for a patient

  1. Open a patient’s Ledger. 
  2. From the Insurance menu, click View All Claim History
  3. To view active claims, click the Active Claims tab.  
  4. To view deleted claims, click the Deleted Claims tab.  

Viewing a claim’s history is a great way to keep track of when that claim has been changed and the reason why it has been resubmitted, split, or deleted.  

Additional Information