When an Orthodontic Contract that includes an insurance plan is activated, Sensei Cloud automatically generates an initial claim. Upon generation, the claim status is set to Needs Info. This provides the opportunity to review the claim and define the additional claim details, such as the date the appliance was placed and the number of months of treatment, prior to submission.
To add details to a claim:
- From the Patient tab, select Insurance > Claims Management. The patient's claims are displayed.
Note: You can use the Filter List to display claims with a status of Needs Info.
- Select a claim and click Edit Additional Info.
- Enter the necessary information, and click Save Changes and Submit.
Note: If you need to mark a claim as an orthodontic treatment, but it is not part of an orthodontic contract, you can select Yes next to the Box 40. is Treatment for Orthodontics? option.
Note: As the treatment timeline progresses, continuation of treatment claims are automatically
generated based on the contract schedule.
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