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Premolar I

Insurance Tracking

Please share ways your offices are tracking insurance requests for additional information.  Thank you.

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Good morning Tammy,

Are you referring to rejections or additional explanations for why treatment was performed?
Thank you,


Primarily when an insurance company asks for additional information before they can process the claim. But any insurance tracking tool or workflow would be helpful.

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I just put a note in the claim contacts.  Then when I run "outstanding insurance claims" report, I can see whether or not it is still outstanding and follow up with the insurance company accordingly.  I'm not sure if that is what you are looking for.