View Edit Insurance Tracking screen.

Months Back
Diamond Dental Software keeps a record of your claims permanently unless you delete them. Therefore, over time, you will accumulate quite a collection of insurance claim listings. You may enter the number of months back to consider in the Months Back text box in the lower left corner of the Edit Insurance Tracking screen. As the screen opens, 6 months is the default. Therefore claims over 6 months old will not be accessible from the screen unless you change the Months Back value.

Limiting The Display To One Account
If you would like to limit the display to a single account, enter that account number in the One Account # text box in the lower left of the screen. Enter the number, then tab out of the field using the tab key. As you leave the One Account# field, the listing will change to display only those claims from that account.

Payment, Authorization, Not Received Only
You may limit the display to claims sent for payment only, claims sent for authorization only, and claims that have not been received only. The three corresponding buttons for these functions are seen at the bottom of the Edit Insurance Tracking screen. In addition, the Not Received Only button can be used in combination with either the Payment Only button or the Authorization Only button.

Marking Claims As Received
The primary concern with insurance tracking is to follow outstanding claims, that is claims that have not yet been responded to by the insurance carrier. It is important to properly mark claims as being received when they are received. When an insurance claim is generated the program stores a record of that claim in the Insurance Tracking table. When you post an insurance check, the program will automatically scan the Insurance Tracking table, looking for any outstanding claims for the patient in question. If only one outstanding claim is found then the program will automatically mark that claim as having been received. The current date will be placed in the Date Received field for that claim in the Insurance Tracking table. This is automatic and you won’t even see it happen.