Dentrix Ideas

Report to find insurance claims in "Batched" status

Claims that are in "Batched" status have not been sent the insurance carrier electronically or printed. Once the claim is "Batched" it can't be batched again to be sent in a batch. It is in limbo until we run across the claim on the ledger saying "Batched". The claims get in "Batched" status when an employee is attempting to submit the claim but then they get interrupted and the claim doesn't get submitted either electronically or printed.

  • Guest
  • Aug 19 2019
  • Future consideration
  • Apr 7, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

  • Attach files
  • Guest commented
    6 Jun 06:38pm

    Thank you Lori but the procedures are attached to a claim that is "batched" status. They are not picked up when you go to Insurance Claims to Process. They are not picked up when running the report for Procedures not attached to Ins. We need a report that allows us to select the status "Batched". I find these claims when I am reviewing the Insurance Aging report after it has been over 30 or 60 days without a payment. When I look at the claim, it just says Batched. The person batching them didn't finish the process completely or there was a hiccup electronically.

  • Lori Thurston commented
    27 Aug, 2019 08:09pm

    In the "office manager".... go to Reports, then Ledger, then "Insurance Claims to Process."  You can also go to "Procedures not attached to Ins"... Hope this helps :-)