I am trying to get a report for patients with dental procedures that were missed to be billed to insurance as a claim. Thank you.
@springdental I'd add this report to your "end of day" reports and/or procedures. Then, just to play safe, also add to your end of month reports. This is CASH FLOW, and you don't want to leave it to chance ...
Reports>Practice management>Insurance reports>UNSUBMITTED CLAIMS
select date range and UNCHECK the box for Treatment Plan transitions
Using the names on the report go to transactions for each patient and click Submit insurance on the options bar.
Run this report on a regular basis to catch these claims that are not submitted.