For Canada users, claim history and claim responses can be viewed and saved as needed.

In Canada Claims, click History.

The Etrans Edit window displays the history of the last action taken on a claim. A history of Etrans for previous actions taken can be found in Canada Claim History and ROT, History section.

Message Text Sent: Displays the message sent electronically to the carrier.

Message Text Received: Displays the message received from the carrier.

Preview: Click to generate a new printable document containing the response from the carrier.

Carrier Response

After a claim is received, a carrier sends back an EOB, Rejection, or Claim Acknowledgment.

Write Amounts to Claim: Enter the insurance benefit amounts from the claim response to the procedure estimates on the claim. Only usable for claims that receive an Explanation of Benefits.

• If the Clearinghouse Setup is set to Download EOBs and Auto Receive, the amounts are also written and the insurance insurance payments and claim is marked as received.

Print Patient Copy / Print Dentist Copy: Prints the currently displayed claim response and appends the title with Patient Copy or Dentist Copy, respectively.

Claim Responses and Payments

When a claim is sent electronically, a response is generally received immediately. In some cases, responses may take a few moments to be returned. There are are three possible claim responses:

• Explanation of Benefits (EOB):
  • Claim EOB: Insurance paid amounts are automatically entered on the Edit Claim window, though users still need to finalize the payment. See Finalize Insurance Payment.
  • Preauthorization EOB: Amounts are automatically entered as estimates. Automatic insurance paid amounts can be turned on/off in clearinghouse setup.
  • Patient balances update according to the EOB when the clearinghouse option is set to either Download EOBs, Do Not Auto Receive or Download EOBs and Auto Receive.
• Claim Acknowledgment (Ack): This is not the same as an EOB. This indicates that the claim has been sent successfully, but the carrier was unable to provide a coverage breakdown in real-time.
  • Software vendors have no control over whether an office receives a claim acknowledgment or EOB.
  • The carrier may send their follow-up response by mail or electronically as a mailbox item (Outstanding Transaction), as indicated by the verbiage listed on the Claim Acknowledgment ("...may be sent ...electronically..." or "..response will NOT be sent back to the dentist... electronically."). See, Canada Claim History and ROT.
• Rejection:
  • Verify the patient, subscriber, and plan information, then try again. If the claim is rejected again, contact the carrier for further guidance.

A response may come back in French for a subscriber.

1. If the carrier has the subscriber's preferred language set to French on their end, then we honor the carrier's information and display the response in French.
2. If the subscribers's preferred language is set to fr in the Edit Patient Information window, then we display the response in French, even if the preferred language is English for the carrier.
   
   Note: In order to display responses in French, a custom language of fr must be added in Language Definitions. Using French does not work.
3. The disposition and notes on a response come directly from the carrier. Sometimes this information displays in English, sometimes French, and sometimes both. There are no settings in Open Dental to change this.

Claims sent as non-assignment can be automatically closed with No Payment to reduce the number of steps for the office. Enable the preference, Auto receive claims with no assignment of benefits. Rejected claims are not automatically closed and need to be handled by the user.

Also see Canada Insurance Plans.