Outstanding Insurance Claims Report

The Outstanding Insurance Claims report is useful for tracking claims that have been sent, but not received. From here you can also update tracking status for many claims at once or delegate staff to follow-up on claims.

Note: To control user access to this report, see Report Setup: Security Permissions.

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Outstanding Insurance Claims.

    Claims that meet the filter criteria will list. Click a column title to sort results in ascending or descending order. To view a claim, double click it.

Filter Options: If you change filter criteria, click Refresh to update list of results. Customize the columns that show using Display Fields. See Customize the Report section below.

Columns (these show by default)

Additional columns: See Customize the Report section below to add these columns.

Right click options: Right click on a claim row to select one of the following options:

Assign Claims to Users

This tool is useful for delegating responsibility for outstanding claims to specific staff members.

  1. Highlight the claim(s) to assign.
  2. To assign to the logged on user: Right click, then select Assign to Me.

    To assign to any user: Right click, select Assign to User, then select the user. Or, click Assign User, select the user from the Pick User window, then click OK.

To remove a claim assignment, right click and select another user or open the Assign User window and click Select None.

View Carrier/Plan and Patient/Subscriber Info

Click a row in the Claims grid to view information for the selected row.

Update Claim Tracking Status

Use this tool to change the Track Status and/or Error Code of all claims currently in the grid. The tool is only enabled for users who have the Update Custom Tracking security permission.

  1. Change report filter criteria as needed.
  2. Click Update Custom Tracking.
  3. Click the dropdown to select a status.
  4. Add a note if desired.
  5. Click Update. The Track Status, Error Code and Date Status for all claims will update.

Customize the Report

Use Display Fields to customize which columns show when the report is run.

  1. In the Main Menu click Setup, Display Fields.
  2. Double click Outstanding Ins Report.
  3. Add and remove columns that show using the left and right arrows.

Printing the Report

To print the report directly to the printer, click Print.

Export the Report

To export the report as a txt or xls file:

  1. Click Export.
  2. Select the location to save the file, and the file type. The default is the OpenDentalExports folder as set in Data Path Setup.
  3. Click Save.