Submitting Batch Claims from Easy Dental 2000 and Higher

To submit batch claims from Easy Dental 2000 and Higher, 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.

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

I. Selecting the Insurance Form:

1. Select a patient and double-click on the Primary Insurance box for that patient to activate it.
2. Click the Ins Data button.
3. From the Claim Format list, select the J512-90 form and click OK.
4. 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.
5. Repeat steps 1-4 for the secondary insurance if the patient has a secondary insurance plan.
6. Click OK to exit out of the Insurance Information area.

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:
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  • If you choose the "update to all" option in step 4 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). Once you have the proper setup for a particular insurance plan, you will not have to update this information again.
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  • 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.
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  • 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.
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  • 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.

    See also:
    Using ClaimConnect Utility
    Configuring Your Computer and Browser for CCU