cancel
Showing results for 
Search instead for 
Did you mean: 
doctom4300
Premolar III

How to change efiling defaults for insurance

Jump to solution

We are using SoftDent 16.2.8.

We do the following to create claims:

* go into the patient's transactions

* press the letter 'i'

* the next popup allows us to choose the dates, and then we click ok

* the next screen is the claim info. After changing anything we need to change, we click 'ok'

* the next popup has the 'Submit Electronically' check box, defaulted to checked.

Is there a way to have that 'Submit Electronically' check box default to unchecked?

Thanks!

0 Kudos
Reply
4 Replies
Moderator
Moderator

Re: How to change efiling defaults for insurance

Jump to solution

Disable ECS Capability

  1. Click List in the main menu bar.
  2.  Select Ins. Plan.
  3.  Double-click on the insurance plan in the list .
  4.  Select the Claim Filing tab.
  5.  Place a check in the boxes labeled "ECSCapable Primary, ECSCapable Secondary, and ECS Capable Preauth"
  6.  Click OK to save the changes

    if you wish to remove all payer IDs from insurance companies and that will gray-out the ECS capable options in all plans we can a stand alone utility to do that 

doctom4300
Premolar III

Re: How to change efiling defaults for insurance

Jump to solution

Thank you for your response. I was hoping for a way to just change the checkbox to default to unchecked for every plan without actually changing every plan, but at least now I know I can stop searching for a way to do that.

drcavola
Premolar III

Re: How to change efiling defaults for insurance

Jump to solution

From the SD Help:  Submitted Dental Claims 

If you use the Electronic Claim Service (ECS) you are prompted to submit the claim electronically.  Click OK to submit the claim electronically.

Looks like the only way to default to unchecked is to NOT use ECS.  Is there any reason why you want to print a dental claim?

doctom4300
Premolar III

Re: How to change efiling defaults for insurance

Jump to solution

We are trying out a new claims submission company.

0 Kudos
Reply