Batch Claims

Claims created in the Ledger module are submitted to the carriers through the Batch Claims Processing tool. Basic claims can even be created using this tool. Create a batch of claims and submit them once a month, once a week, once a day, twice a day, whatever works best for the practice.

Process Batch Claims

To process batch claims:

  1. From the Utilities menu, select Batch Claims Processing.
    The Batch Claims window opens.
  2. In the End DOS Date field, select the date that will be the last date of service included in the batch of claims. QSIDental Web will load all the claims from the last time claims were batched up to and including the selected date.
  3. Click Create Batch Claims.
    The system creates the claims and displays them along with some basic information.
  4. Use the information to double-check the carrier names, billing codes, and preauthorizations. Like many of the other summary pages in QSIDental Web, you can return to the claim details using the hyperlinked date.
  5. Select the claims to include in the batch using the check boxes in the second column.
    Note: If there are edits, then Claim Edits displays in the Claim Edits column of a claim. Pointing the mouse to the Claim Edits displays one or more edit types. When there are no edits, the Claim Edits field is blank.
  6. To electronically submit the claims, click Transmit Claims.
    Note: You cannot transmit a claim that has a claim edit.

Paper Claims

The Batch Claims window also includes information for claims that are not eligible for electronic submission. The batch claims tool can still be used to print these paper claims at the same time. Be sure to update the claims as sent with the Update as Sent button.