Open Dental Forum

When the primary insurance pays for the whole claim and there is nothing for the secondary insurance to pay, what do you do with the secondary claim? We have been deleting the claim, but that makes all the procedures show unsent. This is very inconvenient because then we have to go into each procedure and manually delete the estimates. What are we suppose to do with the secondary claims?

-Adam

We post a total payment of "0" for the secondary claim instead of entering a payment by procedure, but I don't know if that will mess up the estimates for the secondary insurance. We also make a note on the secondary claim that the primary ins paid the claim in full.
Jim

We do the same as Jim and this marks the clam as received (it's a drop down box on the upper left). You can also click the 'received' box manually.

You can also double click on the procedure and in the "insurance estimates and payments" box, double click the line for the secondary insurance and then click on "do not bill to this insurance".
Jorge Bonilla

Thanks for the quick replies. I'm going to try and mark them received with a note. Hopefully that will go over ok with our office manager, shes not a big fan of "extra" items on the screen. If she doesn't like it then she'll just have to manually fix each procedure like Jorge suggested.

-Adam

Jorgebon wrote:You can also double click on the procedure and in the "insurance estimates and payments" box, double click the line for the secondary insurance and then click on "do not bill to this insurance".
Jorge Bonilla

Or just delete the estimate. Open Dental will not automatically add estimate rows to completed procedures, so once the secondary estimate is deleted, it can't automatically come back.