Conversions: Outstanding Claims
Most final conversions do not convert outstanding claims. Before you can receive a claim payment in Open Dental, you must create each claim.
First, print an outstanding claim report from your old software (as of your final conversion date). In order to start tracking outstanding claims in Open Dental, you will want to start recreating these outstanding claims in Open Dental as soon as possible. At the very least, claims will need to be recreated before claim payments can be entered.
As claims are recreated in Open Dental, mark the claim off the printed list. Once all outstanding claims from your old software have been recreated in Open Dental, your office will be able to effectively utilize the Outstanding Insurance Claims Report and Accounts Receivable (A/R) will be accurate.
To recreate claims in Open Dental:
First, verify the patient's insurance benefit information. See After a Conversion: Verify Insurance. This will ensure insurance estimates are accurate and reduce data entry when entering claim payments.
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)