Ortho Auto Claims

Use the Ortho Auto Claims Tool to generate periodic orthodontic claims. This is useful when a carrier wants a claim submitted for the initial procedure, plus periodic claims based on a set frequency instead of per visit.

Note: The Auto Ortho tool cannot be used in conjunction with Ortho Case.

Once the initial orthodontic treatment procedure is set complete, the periodic claims are subsequently flagged for auto-generation based on the carrier's desired frequency, procedure, and fee. They will continue to flag for auto-generation until the total treatment time (Total Tx Time) is reached.

How it works:

  1. Set general ortho preferences.
  2. For each insurance plan, set the Ortho preferences (Insurance Plan, Ortho tab). Ortho claim type must equal Initial Plus Periodic to be eligible for auto ortho claim generation.
  3. When the patient comes in for their first orthodontic treatment, set the initial orthodontic procedure complete and create the initial claim. This will trigger the next claim date to populate based on the plan's frequency.
  4. When the current day equals or is after the next claim date, the patient will list as a option when running the Ortho Auto Claims Tool.
  5. Generate the ortho claims using the Ortho Auto Claims Tool. The next claim date will automatically update based on the plan's frequency.


The following items must be set up to use the Ortho Auto Claims Tool.

In Ortho Setup:

On the Edit Insurance Plan window, Ortho tab, specify the carrier's claim preferences. Any changes made here will affect all patients using the plan.

Schedule the Patient's Initial Treatment Procedure

As usual, schedule the patient's initial treatment appointment with the corresponding orthodontic placement procedure.

At the time of treatment, set the appointment/procedure complete. Doing so will populate the next claim date for the patient based on insurance plan ortho frequency setting. This will be the date for the first Ortho Auto claim

Check the Auto Ortho tab to verify that dates and fees are accurate.

Manually create and send a claim for the ortho placement procedure.

Generate Periodic Ortho Claims using the Ortho Auto Claims Tool

Each month, check the Ortho Auto Claims Tool to see which periodic claims are due to be sent. The next claim date will always be the first of the month.

In the Main Menu, click Tools, Ortho Auto Claims.

Claims that meet the ortho auto claim criteria below will list alphabetically by last name:

Column definitions:

Note: Click name of column to change sorting.
Numerical sorting will use the same logic as alphabetical sorting. Rather than 1, 5, 10, you will see 1, 10, 5.

Select the claims to automatically generate. When Clinics is turned on:

Click Generate Claims. A confirmation message will show.

Click Yes to generate the claims.

Another message will indicate when the process is complete and the number of claims generated. Click OK.

Click Close to close the Auto Ortho Claims window.

Refresh the Account Module. The claim will show with a waiting to send status. The Auto Proc Code in the claim (e.g. D8670.auto) will also show in the patient's account. To send, see Send Claims.

Determining the Next Ortho Claim

There are two places to view when a patient's next ortho claim is flagged for generation with the Ortho Auto Claims Tool.

The Next Claim Date is automatically updated each time the Ortho Auto Tool creates a claim. To change the next date, simply change the date on the Ortho Patient Setup window. This can be useful if you need to skip a periodic claim or stop claims altogether.

A few hints:

How do I change the fee billed on the next claim?

The fee billed to insurance on Ortho Auto claims defaults to the Ortho Auto Fee set in the insurance plan, Ortho tab unless it has been overridden for this patient in the Ortho Patient Setup window. To change the fee for only one patient on only one claim the simplest option is to edit the fee in the Ortho Patient Setup window prior to allowing the Ortho Auto Tool to create the claim.

Providers on Claims

The treating provider on the claim depends on the billing provider for the practice.

Claim Payments

When generating auto-ortho claims, consider where claim payments should be entered: on the initial procedure's claim or on the auto-generated claim.

To only allow staff to enter claim payments on the initial procedure's claim, check Consolidate Ortho Insurance Payments in Ortho Setup. Then enter any installment payments as Supplemental Insurance Payments on the original claim and receive auto-generated claims as zero payment claims.