DMC Dental

A Ledger claim can be created for any posted procedures. It will reflect the subscriber and insurance information currently assigned to the patient and is not associated with any previous claims that may have been generated. A Ledger claim would need to be created if insurance coverage was not set up and assigned to the patient when the charges were posted, or if the original claim was created with incorrect insurance coverage information.

Any original claim would need to be Cancelled in the Claim History screen when the new Ledger claim is created to avoid multiple open claims for the same date of service. Although it is possible to multi-select procedures for a Ledger claim, it is advisable to limit selection to one date of service per claim. The new claim will show the current date as the Create date and an “L” in the Origin field of the Claim History screen will designate the claim as a Ledger claim.

Ledger claim:

1. Open the Ledger screen for the appropriate account
2. Right click within the ledger
3. Select New Ledger Claim…
4. Select appropriate patient from the drop-down list in the Create Ledger Claim screen
5. Select procedure(s) to be included on the claim
6. Click on the OK button
7. Click the Yes button on the Confirm screen to view the claim detail if modification or additional information is needed

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