Conversions: Outstanding Claims

See Use Converted Database.

Most final conversions do not convert outstanding claims. Before claim payments can be received in Open Dental, create each claim.

Note: Conversions from EZ Dental and Dentrix convert outstanding primary claims, but not secondary claims.

First, print an outstanding claim report from the old software (as of the final conversion date). In order to start tracking outstanding claims in Open Dental, start recreating these outstanding claims in Open Dental as soon as possible.

As claims are recreated in Open Dental, mark the claim off the printed list. Once all outstanding claims from the old software have been recreated in Open Dental, the Outstanding Insurance Claims Report and Accounts Receivable (A/R) report can be used and will be accurate.

To recreate claims in Open Dental:
First, verify the patient's insurance benefit information. See After a Conversion: Verify Insurance. This ensures insurance estimates are accurate and reduce data entry when entering claim payments.

  1. In the Account Module, select the procedures and click New Claim. This creates the claim to be modified.
  2. Change the claim status from Waiting to Send to Sent - Verified.
  3. Change the Date Sent to the actual sent date for the claim.
  4. Click OK to save changes.

Once claim payment has been received, the claim can be processed and payment finalized. See Receive Claim and Finalize Insurance Payment.

Resource: Post Conversion Checklist (PDF)