Outstanding Insurance Claims Report

Track outstanding insurance claims and preauthorizations and assign to users for follow up using the Oustanding Insurance Claims Report.

In Standard Reports, in the Monthly section, click Outstanding Insurance Claims.

This report is useful for tracking claims that have been sent, but not received. From here users can also update tracking status for many claims at once or delegate staff to follow-up on claims.

To control user access to this report, see Report Setup: Security Permissions.

Filters

Select filters to update the claims or preauthorizations listed in the grid. Below is information on the columns included in the grid.

Claims Grid

Click Refresh after setting filter criteria to update the results in the Claims grid.

Click a column title to sort results in ascending or descending order. To view a claim, double-click it. The following columns show by default:

The following fields do not show up by default. They can be added to the report in Display Fields.

Total: Shows the total fee billed to insurance (i.e., Amount) for all claims in the grid.

Right-click options: Right-click on a claim row to select one of the following options:

View Carrier/Plan and Patient/Subscriber Info

Click a row in the Claims grid to view information for the selected row.


Assign Claims to Users

This tool is useful for delegating responsibility for outstanding claims to specific staff members.

  1. Highlight the claim(s) to assign.
  2. Right-click,
    • select Assign to Me to assign claims to the logged-on user
    • Select Assign to User to assign claims to other users.
  3. If assigning claims to another user, choose the user from the list.

Alternatively:

  1. Highlight the claim(s) to assign.
  2. Click Assign User.
  3. Choose user to assign claims to from the list.

To remove claim assignment:

  1. Highlight the claim(s) to unassign.
  2. Click Assign User.
  3. Click Assign None.

Claims can also be reassigned to a different user by following the steps to assign a claim. The claim assignment will be removed from the original user and assigned only to the new user.

Update Claim Tracking Status

Use this tool to change the Track Status and/or Error Code of all claims currently in the grid. The tool is only enabled for users who have the Update Custom Tracking security permission. See Definitions: Claim Custom Tracking for additional information.

  1. Change report filter criteria as needed.
  2. Click Update Custom Tracking.
  3. Click the dropdown to select a status.
  4. Add a note if desired.
  5. Click Update. The Track Status, Error Code and Date Status for all claims will update.

Print the Report

To print the report directly to the printer, click Print.

Export the Report

To export the report as a .txt or .xls file:

  1. Click Export.
  2. Select the location to save the file, and the file type. The default is the OpenDentalExports folder as set in Data Path Setup.
  3. Click Save.