View Insurance Tracking Report Parameters screen, view Insurance Tracking Report.

There is no doubt that dental insurance is vital to your practice. The ability to know which claims have been mailed to the insurance carriers and which carriers have or have not responded to those claims is important to the business end of any dental practice. The method Diamond Dental Software uses to track claims is intentionally simple in order to make insurance tracking as usable as possible. Basically, whenever a claim is generated a record of that claim is stored. The claim is considered "outstanding" until the insurance carrier responds to that claim. The response can be an insurance payment, a pre-authorization, or a letter or document declining benefits. The method to track insurance will now be presented.

Insurance Tracking Report
Whenever an insurance claim is printed (or sent electronically), a record of that claim is recorded into the Insurance Tracking table. The Insurance Tracking Report is used to access this information. This report is accessed via the Insurance Reports menu. The Insurance Tracking Report has the following column headings:

• Patient Name
• Account Number
• Insurance Type (Regular = single coverage, Primary, and Secondary)
• Pymt/Auth (Payment or pre-Authorization)
• Date Sent
• Date Rec (date received)
• DDS (the name of the doctor in whose name the claim was sent)
• Claim#... a number that uniquely identifies the claim.

The Insurance Tracking Report is printed from the Insurance Tracking Report Parameters screen has several options.  Some of these will now be discussed:

Claims Not Received For (X) Days
This is one of the most valuable insurance tracking options. Use this option to locate claims that are late in being responded to by the carrier. A response is defined as the reception of a payment if the claim was sent for payment, or the reception of the authorization if the claim was sent for that reason. You will be asked to enter a number for how many days since the claim was mailed. For example, if you enter the number 90, then only claims that have not been received and were mailed 90 days ago or longer will list on the report.

For Payment Only
Include only claims sent for payment.