Follow-up lives in free text
Someone calls the insurer and types what they heard into a claim status note. The next person has to read every note to know where a claim stands.
Software manualDentrix Magazine on managing past-due insurance claims
For dental practices
Your unpaid-claims report is a list of problems. It should be a list of next steps.
A follow-up list built from your aging report. Every stuck claim gets a reason, a next step, an owner and a date, instead of a note typed into a box.
One-time build · $3,300
4
different reasons a dental claim sits unpaid, and each one needs a different fix: not on file, denied, paid but not posted, or waiting for more information.
Why unpaid claims stay unpaid
The ledger is hard to read
It is not easy to see which claims were sent and which were settled. So some are chased twice and others not at all.
User reviewAn Open Dental user review on Capterra
Some "unpaid" claims were paid
Claims that were paid but never posted sit on the same report as claims that truly need a call. Time goes to the wrong ones.
Company blogDental Claim Support calls paid-but-not-posted claims "the main culprit"
How it works
Your aging report comes in
Every day or week, the list of unpaid claims is read from your practice software or its export.
Each claim gets a reason
Not on file, denied, paid but not posted, or waiting for information. Each reason has its own next step and a short call script.
Work the list
Your team works through what is due today. Each result is recorded in a set format, so anyone can pick up where someone else stopped.
What you get
- A daily list of which claims to work, in order
- A clear reason and next step for every unpaid claim
- Follow-up that does not depend on one person's memory
- A weekly summary of what was collected from follow-up
A good fit if
- Your aging report has claims older than 60 or 90 days
- More than one person works on insurance
- You already know follow-up slips when someone is out
Probably not for you if
- An outside billing service already works your unpaid claims
- Your aging report is short and one person has it under control
Price
$3,300
One time, for the finished tool. About 45–85 hours of work at the same $50 an hour as the cost calculators on this site.
Talk about your practice- Connected to your aging report
- Reasons, next steps and call scripts for your main insurers
- A weekly summary for the owner
- Training for the insurance team
Questions
What is a dental insurance aging report?
A report from your practice software that lists claims that have been sent but not yet paid, grouped by how long they have been waiting, usually 30, 60 and 90+ days.
Does it call the insurers?
No. A person makes the calls. The tool tells them which claims to call about, why, and what to ask.
Can it work with the payment matching tool?
Yes. Together they take the paid-but-not-posted claims off the list first, so calls go only to claims that truly need one.
Which practice software does it work with?
Open Dental directly. Dentrix and Eaglesoft through their aging report export.
More for dental practices: Insurance payment matching, Claim pre-check, Insurance plan decision, Coverage check sheet. Everything for dental practices
Further reading
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