How to Add Missing Insurance Information to a Claim
Sometimes, you decide to enter a claim in
ClearDent with incomplete or missing insurance information because the patient
did not have them available at the time of billing, but you are able to obtain those
information from the patient later.
However, if you tried to submit the claim through
EDI, you will get the following error message:
The reason is because the original claim
had missing or incomplete insurance information and ClearDent therefore cannot
prepare the claim for transmission over EDI.
Another way to tell is if you look at the
claim listing on the ledger, you will notice there is not a line showing any
insurance information.
To resolve this, we need to update the
claim with proper insurance information that you’ve now obtained.
1. Click on Submit › Manual Claim while have at least a line in the claim of
interest selected.
2. After you click OK, you should now see a new line that
indicates insurance information and claim status in the ledger at the bottom of
the claim.
3. Now you can click Submit › EDI Claim (the same button
as shown in the screenshot in step #1), and the claim will now go through EDI.
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