To submit batch claims from DENTRIX, you must download a simple program called ClaimConnect Utility (CCU) from the ClaimConnect Web site. CCU will work with your practice management system without interfering with it. To use CCU, Microsoft Internet Explorer 5.5 or higher must be installed on your PC. Certain other browser configurations and computer settings apply.

You must also complete some setup steps within DENTRIX in order for CCU to work properly with it.

Before using CCU, you must configure the correct insurance form to print to within DENTRIX.

I. Selecting the Insurance Form:

1.	Select an account from the Family File.
2.	Double-click on the Primary Insurance box to activate it.
3.	Click the Ins Data button.
4.	From the Claim Format list, select the J512-90 or the Download form and click OK. Note: If the J512-90 form is not listed, add it by following the instructions below.*
5.	A dialog box will prompt you to either update this form change for all patients or add it as a new plan. If you choose to update to all, then all patients with this insurance plan will now have this new form attached. If you choose to add it as a new plan, then this new information will only pertain to the current patient. You may choose either option and click OK to confirm.
6.	Repeat steps 2-5 for the secondary insurance if the patient has a secondary insurance plan.
7.	Click OK to exit out of the Insurance Information area.

*To add the J512-90 form if it is not listed in step #4 above,

1.	From the Maintenance tab, select Practice Setup.
2.	Click Definitions.
3.	Under Definition Type, select Claim Format.
4.	Type J51290 or Download in box 1 and 4353 in box 2 and click Add.

Your system is now set up to properly work with CCU. When you are ready to print out your insurance claims, please review Using ClaimConnect Utlility .

Notes:

II. Selecting the Printer:

Although CCU was designed to default to the virtual printer when capturing insurance claims and revert it back to your original Windows default printer when finished, you may need to manually select the printer within DENTRIX before using CCU and for other printing needs, depending on your printer configuration. If this is the case, please use the following steps to select the appropriate printer within DENTRIX before using CCU:

	If you choose the "update to all" option in step 5 above, then you will not have to go through this process for any other patients with the same insurance plan. Before entering in any new treatments and/or transactions for your patients, check to see if the insurance information for that patient is properly set up for CCU by repeating the steps above. This quick check will ensure that the treatments entered will always be attached to the correct insurance claim form (J512-90 or Download). Once you have the proper setup for a particular insurance plan, you will not have to update this information again.
	To check the status of these claims select Claim Search. You will see Validation Errors because you must identify a provider for the claims for the first submission only. To correct the errors, click on the error message for each claim and complete the provider section of the claim; then choose Submit Claim at the bottom of the corrected claim. You will get this error message any time a new provider is added or the spelling of an existing provider is changed within your practice management system.
	We suggest you batch process your claims at the end of the day. Once you have entered in all the transactions for the patients, it is easy to start CCU to capture and submit claims as an end-of-day routine.
	You cannot resubmit old claims (prior to the CCU setup) using CCU from your practice management system. Only recent transactions with the updated setup information will be successful.

1.	On the main File menu, click Office Manager.
2.	Click Setup Printer.
3.	In the Report Printer section, double-click on ClaimConnect to select it. You may now run CCU.

Note: In order to revert back to the default printer in DENTRIX, repeat steps 1-3 and choose the original printer in the last step.