Send Batch Claims

All claims with a Waiting to Send status can be printed or sent electronically as a batch.

In the Manage Module, click Send Claims.

The Claims Waiting to Send grid lists all claims with a Waiting to Send status. To preview a claim, double click it, or select it in the grid and click Preview.

If needed, filter the list of claims.


  • Paper vs clearinghouse is determined by the setting Don't usually send electronically on the Edit Insurance Plan window.
  • To print individual carrier labels, click Print Labels before printing the claims.
  • Printing a claim automatically changes its status to sent.

Send electronically: All claims will be validated before sending to ensure no information is missing.

Note: If sending secondary claims using ClaimConnect and NEA Fast Attach, any attachments must be uploaded to NEA first. See Electronic Attachments.

As claims are printed or sent, they will list in the History grid.

For electronic EOBs received from a clearinghouse, see ERAs.

For other acknowledgment or text reports, see Send Claims, Reports.

For e-claim troubleshooting, see E-Claims Complexities.

Validation of E-Claims

Open Dental always validates e-claims when sending. If a claim has missing information, no claims in the batch will send and Missing Info will list in the last column. If a claim has already been sent, a warning will show and the claim will not be resent.

You can choose to check for missing information prior to sending.

Questions & Answers

When sending medical e-claims, why do I receive a message Cannot send claim until missing data is fixed: proc e-claim note missing?

All CPT codes that end in 99 require that an e-claim note is entered on the Procedure.