Insurance Course

Dentrix Ascend gives you the tools you need to attach patients to insurance, accommodate a variety of insurance plans, submit claims, and much more.

Recommended for: Insurance Coordinators

Watch the videos below to learn how to perform insurance tasks in Dentrix Ascend.

Duration: 2 hours and 55 minutes

Course Content

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Lessons Status

1

Patient Insurance

Attaching a Patient to Insurance (2:45)

Adding Dependents to an Insurance Plan (1:19)

Updating Patient Insurance Information (1:32)

Updating Insurance Plan Information (1:32)

Changing a Patient’s Insurance Plan (1:36)

Checking Insurance Eligibility (2:20)

Checking Patient Remaining Benefits (0:57)

2

Insurance Claims

Insurance Claims Overview (3:16)

Creating Predeterminations (2:04)

Creating a Primary Insurance Claim (2:02)

Creating a Secondary Insurance Claim (1:06)

Adding Required Attachments to Claims (3:15)

Attaching Images to Claims (1:26)

Sending Insurance Claims (1:20)

Posting Insurance Payments (1:34)

Posting Bulk Insurance Payments (2:34)

ERA Integration (1:36)

Editing and Resubmitting Claims (2:09)

Processing Unresolved Claims (4:25)

Processing Unattached Procedures (1:22)

Processing Unsent Claims (1:07)

Processing Denied Claims (1:37)

Adding Insurance Plan Notes (1:12)

Printing Insurance Claims (1:45)

3

Beyond the Essentials

Adding Insurance Carriers and Plans (3:21)

Insurance Coverage Exceptions Overview (3:08)

Editing Coverage Tables (Article)

Editing Insurance Payment Tables (3:32)

Creating a Fee Schedule (5:07)

Assigning a Fee Schedule (5:23)

Updating Fee Schedules from File (3:26)

Attaching Fee Schedules to In-Network Insurance Plans (2:36)

Creating a Percentage-based Insurance Coverage Table Template (3:51)

Activating and inactivating automatic contracted write-offs (Article)

Setting Up HMO Insurance Plans (3:15)

Importing Copayment Coverage Tables (2:31)

Changing Secondary to Primary Insurance (1:18)

Setting Up Secondary Insurance Coordination of Benefits (2:52)

Insurance Overpayments Workflow (4:47)

Setting Up Predetermination Reminders (4:31)

Troubleshooting Insurance Estimate Errors (4:24)

Migrating Insurance Plans (2:07)

Merging Insurance Carriers (3:08)

Generating the Outstanding Claims Report (3:44)

Additional Resources

Patient Insurance

Eligibility

Updating Patient Insurance

Benefits & Deductibles

Article – Editing the deductibles and benefits of insurance plans

Ending or Removing Insurance

Reports

Article – Patient Insurance Report

Other

Article – Using Ortho with Dentrix Ascend

Insurance Claims

Claim Handling

Predeterminations

Other Claim Activities

Reports

Other

Beyond the Essentials

Accounting Practices

Troubleshooting

Webinar – Getting the Right Numbers in the Dentrix Ascend Treatment Planner

Reports

Course Content

Expand All | Collapse All

Lessons Status

1

Patient Insurance

Attaching a Patient to Insurance (2:45)

Adding Dependents to an Insurance Plan (1:19)

Updating Patient Insurance Information (1:32)

Updating Insurance Plan Information (1:32)

Changing a Patient’s Insurance Plan (1:36)

Checking Insurance Eligibility (2:20)

Checking Patient Remaining Benefits (0:57)

2

Insurance Claims

Insurance Claims Overview (3:16)

Creating Predeterminations (2:04)

Creating a Primary Insurance Claim (2:02)

Creating a Secondary Insurance Claim (1:06)

Adding Required Attachments to Claims (3:15)

Attaching Images to Claims (1:26)

Sending Insurance Claims (1:20)

Posting Insurance Payments (1:34)

Posting Bulk Insurance Payments (2:34)

ERA Integration (1:36)

Editing and Resubmitting Claims (2:09)

Processing Unresolved Claims (4:25)

Processing Unattached Procedures (1:22)

Processing Unsent Claims (1:07)

Processing Denied Claims (1:37)

Adding Insurance Plan Notes (1:12)

Printing Insurance Claims (1:45)

3

Beyond the Essentials

Adding Insurance Carriers and Plans (3:21)

Insurance Coverage Exceptions Overview (3:08)

Editing Coverage Tables (Article)

Editing Insurance Payment Tables (3:32)

Creating a Fee Schedule (5:07)

Assigning a Fee Schedule (5:23)

Updating Fee Schedules from File (3:26)

Attaching Fee Schedules to In-Network Insurance Plans (2:36)

Creating a Percentage-based Insurance Coverage Table Template (3:51)

Activating and inactivating automatic contracted write-offs (Article)

Setting Up HMO Insurance Plans (3:15)

Importing Copayment Coverage Tables (2:31)

Changing Secondary to Primary Insurance (1:18)

Setting Up Secondary Insurance Coordination of Benefits (2:52)

Insurance Overpayments Workflow (4:47)

Setting Up Predetermination Reminders (4:31)

Troubleshooting Insurance Estimate Errors (4:24)

Migrating Insurance Plans (2:07)

Merging Insurance Carriers (3:08)

Generating the Outstanding Claims Report (3:44)