RCDSO: Copies of dental claim forms must be kept for at least two years from the date the claim was provided to the patient or submitted on the patient’s behalf. An electronic copy of claim forms on a properly backed-up system is acceptable. Other material from insurance companies, such as predeterminations, explanations of benefits and cheque stubs, should be kept until final settlement of the account.
Dentrix does not allow for saving of the eletronic submission, it only saves the manual form if needed and the process to save it is extensive. It should automatically go into the doc center.