SoftDent: How To Run an Unsubmitted Claims Report (Generating a List of Unsubmitted Insurance Claims)

[#1]

Goal:

Generating a report listing unsubmitted insurance claims

Solution:

1. Click Reports in the main menu bar.
2. Select Practice Management.
3. Select Insurance.
4. Select Unsubmitted Claims.
5. Click OK.
6. Set the desired start and end date for transactions to search.
7. Click OK to run the report.

Additional Information

Explanation of the "Types" column on the "Unsubmitted Claims" report:

• A = Actual
• P = Primary Treatment Plan Type Preauthorization
• S = Secondary Treatment Plan Type Preauthorization
• T = Tertiary Treatment Plan Type Preauthorization
• E = Estimate Treatment Plan Type Preauthorization