Submitting Batch Claims from SoftDent v 9.5 and Higher

To submit batch claims from SoftDent, 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.

There are three areas within SoftDent that must be configured.

I. Selecting the Insurance Form:

To select the proper insurance form to use with CCU,

1. On the Insurance menu, click Select Insurance Forms.
2. From any list that begins with "0 No Form Selected," select form "123 # Topform ADA 2000 Pre-Printed Laser."
Important: Make a note of the form number (1-10) for this form. You will enter it later in Step 5 of Part III: Selecting the Insurance Plan Form to Print.
3. Click OK and then Yes to confirm that you want to save the current selection.

II. Selecting the Printer:

To select the proper printer driver to use with CCU,

1. On the System menu, click Change System Settings > Printer and WP.
2. In the Insurance Forms list, select ClaimConnect.
3. Click OK to save your selections.

III. Selecting the Insurance Plan Form to Print:

To attach the proper claim form for insurance plans,

1. On the File menu, click Ins. Plan.
2. Find an insurance plan for which you want to process claims using CCU. The Insurance Plan window for that plan will be displayed.
3. Click the Claim Filing tab.
4. Select the Print Claim Form # check box and enter the form number (1-10) that was selected in Step 2 of Part I: Selecting the Insurance Form above.
5. Click OK to save your selection.
6. Click the + or - buttons on the toolbar to find all additional insurance plans for which you will use CCU and repeat steps 4-5 for each plan.

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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  • 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