The following instructions assume that you have followed the appropriate online instructions for submitting batch claims from your practice management system and that you have created a batch of claims that is ready to be submitted.

Important: When first using this application we recommend capturing and submitting only one claim so we can successfully match the provider information with the uploaded file. As a rule, you should capture and submit only one claim any time you submit the first claim for a new provider or change the spelling of a provider within your practice management system.)

To capture a claims batch,

Locate the CCU icon on your desktop and double-click it to launch CCU. A ClaimConnect dialog box will be displayed, verifying that CCU is running and that any claims you "print" from your practice management system will be routed to CCU.

Follow the appropriate instructions below for your practice management system:

DENTRIX:
a. Open the Office Manager window and select/highlight the claims you want to submit.
b. Click on the Printer icon to "print," or capture, the claims. When ClaimConnect has captured the claims, the status of the selected claims will change from "Unprinted" to "Printed."

Easy Dental:
a. Click on the Reports icon and select the claims to be submitted.
b. Click on the Printer icon to "print," or capture the claims. When ClaimConnect has captured the claims, the status of the selected claims will change from "Unprinted" to "Printed."

SoftDent:
a. On the Insurance menu, select Print Batch Claims.
b. Enter the form number that you wrote down in Step 2 of Submitting Batch Claims from SoftDent v 9.5/9.6.
c. Click OK. When ClaimConnect has captured the claims, the status of the selected claims will change from "Unprinted" to "Printed."

Note: These are general instructions for SoftDent users. Actual instructions may vary depending on your version.

Computer Age Dentist:
a. Select Insurance Processing > Batch Claims Printing.
b. Click Select All Patients.
c. Set Select Form To Print to Form X and click OK. When ClaimConnect has captured the claims, the status of the selected claims will change from "Unprinted" to "Printed."

While the claims are being captured, a small printer icon will be displayed in the Windows taskbar at the bottom of your desktop, and the ClaimConnect dialog box will flash. Wait until the printer icon disappears before clicking any of the buttons in the ClaimConnect dialog box.

Click Edit Claims. The Edit Claim box will be displayed, listing all claims in the batch to be uploaded. Claims denoted by exclamation points have incomplete or invalid information. Valid (blue marked) claims can be submitted even if some claims with errors (red) exist. Claims with errors must be corrected before CCU will submit them.

Click on each claim with a red mark in front of it. Then click on the red highlighted item(s) in the Edit Claim box to display portions of the claim that need to be corrected.

Make any necessary change and click Save to save them. (Be sure to make the same changes in your practice management system records as well.)

Click Back to return to the Edit Claim box and repeat steps 5-6 until all claims are corrected.

Note: If you cannot correct a claim and want to submit the batch without it, highlight the claim in the Edit Claim list and click Delete Selected. To delete the entire batch and start over in your practice management system, click Delete All Claims.

To view a report of all claims in the batch before submission, click View Report then Transmission Reports. Select Current Report and then View Report. Use the buttons at the top of the window to zoom in or out or navigate throughout the document.

Click Print to print the report.

Note: You can submit your claims without viewing or printing a report, but you may need the report to reconcile your submitted electronic claims.

10.

Click Submit Now to submit the current batch. A sign-in box will be displayed.

11.

Log into ClaimConnect by entering either your user ID and password and click OK. Upon successful login, your claims will be submitted for processing.

12.

Do one of the following:

To verify the file upload status online, click OK. A browser window will be launched and you will be logged onto ClaimConnect's site to view any problem claims. If no claims are displayed, this simply means that there are no claims needing your immediate attention. Click New Search to review the status of claims you have previously submitted.

Note: The only immediately available information you will be whether the file was successfully uploaded.

To end the session, click Cancel.

Note: At any time, you may log onto ClaimConnect and click Claims Search to view the status of your claims.