All claims with a Waiting to Send status can be printed or sent electronically as a batch.

1. In the Manage Module, click Send Claims.
   

   The Claims Waiting to Send grid lists all claims with a Waiting to Send status. To preview a claim, double click it, or select it in the grid and click Preview.

2. If needed, filter the list of claims.
   • Clinic Filter: Click the dropdown to only list claims for a specific clinic. This is useful to send a clinic's claims to a specific clearinghouse.
   • Next Unsent: Automatically select the next clinic with unsent claims.
   • Custom Tracking Filter: Click the dropdown to only list claims by claim tracking status (Edit Claim - Status History Tab).
3. Print:
   • To print all claims marked as Paper, click Print (don't select any claims). All claims marked as Paper will auto-select and a confirmation message will show. Click OK to proceed.
   • To print specific claims, select them, then click Print. Select multiple claims by clicking and dragging, pressing Ctrl while clicking, or pressing Shift while clicking.
   Note:

   • Paper vs clearinghouse is determined by the setting Don't usually send electronically on the Edit Insurance Plan window.
   • To print individual carrier labels, click Print Labels before printing the claims.
   • Printing a claim automatically changes its status to sent.
4. Send electronically: All claims will be validated before sending to ensure no information is missing.
   • To send all claims as a single batch to the clearinghouse listed in the Clearinghouse column, click Send E-Claims or click the dropdown to select the clearinghouse. A confirmation message will show. Click Yes to proceed.
     
     Note: Claims with Paper as the clearinghouse will be ignored.
   • To send claims to a specific clearinghouse, select the claims, click the Send E-Claims dropdown, then select the clearinghouse.
   Note: If sending secondary claims using ClaimConnect and NEA Fast Attach, any attachments must be uploaded to NEA first. See Electronic Attachments.

As claims are printed or sent, they will list in the History grid.

For electronic EOBs received from a clearinghouse, see ERAs.

For other acknowledgment or text reports, see Send Claims, Reports.

For e-claim troubleshooting, see E-Claims Complexities.

Validation of E-Claims

DentOffice always validates e-claims when sending. If a claim has missing information, no claims in the batch will send and Missing Info will list in the last column. If a claim has already been sent, a warning will show and the claim will not be resent.

You can choose to check for missing information prior to sending.

• To manually validate a claim, select it, then click Validate Claims.
• To validate claims when the Insurance Claims window loads (before sending), check the Claim Send window validate on load in Manage Module Preferences. This may be useful for smaller offices.

Questions & Answers

When sending medical e-claims, why do I receive a message Cannot send claim until missing data is fixed: proc e-claim note missing?

All CPT codes that end in 99 require that an e-claim note is entered on the Procedure.