Hi. We are going through a period of rapid growth. I would like to hear how other offices follow up on outstanding claims in Softdent? We are getting different claims on the outstanding claims report vs. the List-Claims option. Also, sometimes we have claims print on the outstanding claims report that are new (not the age selected before running the report.) Any advice? What settings do I need to check?
What do you do to follow up on outstanding claims each week/month?
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Unsubmitted claims if they're in the batch will show up on the outstanding claims report. If you validate and submit and then rerun the report, they'll no longer show.
With certain claims showing up that aren't showing up on the batch to be sent makes me think that their are certain procedures hanging it up. Look at an example patient's transaction ledger and click on "claim status" in the top right of the window and if you see any "insurance not sent" that will be the reason that it's showing up as "outstanding" but was never submitted to batch.
Are you following up with your claim submissions by going to the reports section in the ECS screen? From there you'll be able to check the status in regards to the claim going from the clearing house and being accepted by the payer.
**Another thing of note. In some cases if when entering in a payment for the insurance, if you don't select "Yes" to the question "is this the final insurance payment for the primary" it will stay on the outstanding insurance report despite the claim being paid on. Not saying this is the case but I've seen it happen many times before.
I strongly recommending 1 to 1 training; there are so many thing you can be overlooking and an order to doing these steps. if you feel like you could benefit from onsite training, please email me at firstname.lastname@example.org. for now, follow these steps below.
Print the un-submitted claims report, submit all necessary claims
Click Insurance, Count of forms not Printed, if any matches print batch Claims
Print Batch Claims, Click Insurance, Click Print Batch Claim
Submit Any Claims Waiting in the ECS Batch
Post All Insurance Payments that you have in the office
Run The Zero Account Balance Report with Insurance Remaining
Run The Outstanding Claims Report By Company