What's New
As of March 19, 2026, DI Insurance now includes pre-submission claim validation, helping your practice catch and correct claim errors before they're submitted to payers. Claims are checked against payer-specific requirements using a Common Claim Validator, and any missing or incorrect information is flagged upfront — reducing preventable denials and saving your team time.
What's Changing
Previously, DI Insurance claims were submitted without automated pre-submission checks, which meant errors were often caught only after rejection. Going forward, claims will be validated automatically before submission, and any issues will be clearly surfaced in the Unsent Claims tab.
How It Works
Failed Validation Status
If a claim doesn't pass validation, it will appear with a Failed Validation status in the Unsent Claims tab. A tooltip next to each error will tell you exactly what needs to be corrected and where to find it.
Common validation errors and how to resolve them:
Validation Error | How to Fix It |
Invalid Tax ID | Verify the Tax ID on the Provider Tab |
Invalid Date of Service | Verify the Date of Service on the Procedure Tab |
Invalid Patient Date of Birth | Verify the Patient's Date of Birth on the Patient Tab |
Missing Patient First / Last Name | Verify the Patient's name on the Patient Tab |
Invalid Provider Address / City / State / Zip | Verify the address fields on the Provider Tab |
Invalid Carrier Information | Verify the Carrier Name and Address combination |
Invalid Treating Provider First / Last Name | Verify the provider's name on the Provider Tab |
Invalid NPI | Verify the Treating NPI on the Provider Tab |
Invalid Subscriber Date of Birth | Verify the Subscriber's DOB on the Patient Tab |
Invalid Subscriber First Name / Last Name / ID | Verify the Subscriber's information on the Patient Tab |
Invalid Relationship to Subscriber | Verify the Relationship to Subscriber on the Patient Tab |
Invalid CDT/ADA Code | Verify the Procedure Codes on the Procedures Tab |
Invalid Oral Cavity Code | Verify the Oral Cavity Code on the Procedures Tab |
Remarks or Narrative Required by Carrier | Add Remarks or Narrative on the Attachments Tab |
Invalid Number of Surface Codes | Verify the number of Surfaces on the Procedures Tab |
Surface Code / Tooth Code Required by Carrier | Add the required code on the Procedures Tab |
Invalid Billing Address / City / State / Zip | Verify billing address fields on the Provider Tab |
Invalid Billing Provider Name | Verify the Billing Name on the Provider Tab |
Invalid Group NPI | Verify the Group NPI on the Provider Tab |
Invalid Benefits Assigned | Verify the Assignment of Benefits on the Procedures Tab |
Invalid Place of Treatment | Verify the Place of Treatment on the Procedures Tab |
Invalid Patient Address / City / State / Zip | Verify the Patient's address on the Patient Tab |
Invalid Procedure Fee | Verify the Procedure Fee on the Procedures Tab |
Invalid Procedure Date | Verify the Procedure Date on the Procedures Tab |
Invalid Provider Specialty Code/Taxonomy | Verify the Provider Specialty Code on the Provider Tab |
Invalid Subscriber Address / City / State / Zip | Verify the Subscriber's address on the Patient Tab |
CDT/ADA Code Validation Error | Click the EOB icon in the Details column for more information |
Unsent Claims Tab
Summary Cards
The Unsent Claims tab displays three summary cards to give you a quick snapshot of your claim queue:
All Unsent — The total number of unsent claims, including any that are on hold.
Needs Attention — Claims with a Failed Validation status or that are pending review.
Ready — Claims that have passed validation and are ready to send.
You can show or hide these cards using the Show/Hide toggle on the Claim Management page.
Action Menu
A three-dot (⋮) menu on each claim row lets you take action directly from the claims grid without navigating away. Available actions include:
Send — Submit the claim immediately
Add Attachment — Attach supporting documentation
Ignore Requirement — Bypass an attachment requirement when applicable
Hold / Release — Place a claim on hold or release it for submission
Delete — Remove the claim from the queue
Frequently Asked Questions
Why is this changing? DI Insurance is moving to a single, unified validation framework to improve consistency and reduce the manual effort required to catch errors before submission.
How will I know if a claim has an issue? Claims with errors will display a Failed Validation status in the Unsent Claims tab. Hover over the status to see a tooltip describing the specific issue and which tab to navigate to in order to correct it.
Where can I find the full list of validation rules? The complete list is included in this article. Additional rules will be added over time as the validation framework expands.
What if I have more questions? Reach out to your DI support team for additional assistance.