In the Main Menu, click Setup, Family/Insurance, Clearinghouses.

If sending e-claims to a clearinghouse, you must first set up the clearinghouse. See E-Claims for a list of clearinghouses and direct carriers and link to their general settings.

Clearinghouses are listed alphabetically. If clinics is turned on, you can override some information by clinic (e.g. login credentials, export path). See Clearinghouse Clinic Setup. To view a clinic's Export Path overrides for all clearinghouses listed on the E-Claims window, select the clinic in the upper right.

To enter clearinghouse or direct carrier settings, double click the clearinghouse.

Add: Add a clearinghouse that isn't listed

Set a Default Dental, Medical, Eligibility Clearinghouse

Dental default: Single click on a clearinghouse, then click Dental.

Medical default: Single click on a clearinghouse, then click Medical.

Eligibility requests: Single click on a clearinghouse, then click Eligibility.

Note: If no eligibility default is set, the default for eligibility will be the chosen dental default. If no eligibility default is set and there is no dental default, the eligibility default will be the chosen medical default.

Automatic Report Settings

The settings below affect the automatic download of clearinghouse reports (e.g. ERAs, acknowledgment reports, text reports).

Receive Reports by Service: Determines the method used to receive reports.

Computer to Receive Reports Automatically: Specify one computer which will download reports automatically from the clearinghouse server to the Report Path. Enter the IP address or computer/server name or click This Computer to use the computer you are currently on. If you enter a server name and leave Open Dental open on the server, the computer will automatically check the server for new reports according to the interval. If this field is blank, this feature is disabled.

Receive at an Interval: Set a time interval, in minutes, to automatically check the clearinghouse server and download new reports. Only values between 5 and 60 are allowed. 30 is the default.

Receive at a set time: Set a specific time to check the clearinghouse server and download new reports. Time will auto correct itself to valid format (e.g. 1:00 AM)

Note: Only some clearinghouses currently support automatic download of reports:

Individual Clearinghouses

See the pages below for details on using each clearinghouse with Open Dental.