Keep claim exceptions visible until the money is posted.
Claims move through creation, submission, payer review, payment or exception. The workflow should make missing information, rejection and follow-up easy to see.
Create the claim from complete visit information
Charges, procedure details, insurance and supporting documentation should be complete before submission.
Track submission and payer response
Record when the claim was sent and whether it is accepted, pending, rejected or requires additional information.
Assign rejected and denied claims
Exceptions need an owner, reason and next action so they do not sit unresolved in a separate queue.
Post payment and close the loop
Payer payment, adjustment and remaining patient responsibility should update the patient account with a readable history.
Frequently asked questions
What should dental claims software track?
Submission date, payer, procedures, attachments, status, rejection or denial reason, follow-up and payment.
Why track rejected claims separately?
They require corrective action and can delay revenue if they are not clearly assigned.