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If you’ve ever compared the Claims Aging data in Dental Intelligence to Dentrix’s Insurance Aging Report and noticed the numbers look different — you’re not alone. This is one of the most common questions we hear, and the good news is: it’s expected behavior, not an error.
How Dental Intelligence Calculates Claims Aging
Dental Intelligence pulls insurance estimate data directly from the individual claim on the patient’s ledger — specifically, the information that existed at the time the claim was created. This includes:
The patient’s coverage table as it was when the claim was submitted
The fee schedule or UCR fees in effect at that time
Deductibles and maximums already applied at that moment
Think of Dental Intelligence’s data as a snapshot: it reflects exactly what was submitted to the insurance company. Dental Intelligence is designed to show your claims as they were actually billed, giving you a reliable picture of your true outstanding receivables.
How Dentrix's Insurance Aging Report Calculates Data
Dentrix’s Insurance Aging Report works differently. It recalculates estimates in real time using current data every time the report is run. This means the numbers it shows may reflect:
An updated coverage table that was changed after the claim was originally sent
Recalculated estimates based on a current fee schedule
Benefit information that was updated after the claim was created
Because of this live recalculation, Dentrix’s Insurance Aging Report may not align with the claim amounts shown in Dentrix’s own patient ledger — not just with Dental Intelligence. This is a Dentrix behavior, not a Dental Intelligence issue.
Why the Total Dollar Amount May Also Look Different
Beyond individual estimate differences, the overall dollar totals between Dental Intelligence and Dentrix’s report may not directly align for another important reason: inactive patients.
Dentrix’s Insurance Aging Report includes outstanding balances and open claims for both active and inactive patients.
Dental Intelligence does not include inactive patients in its Claims Aging data.
This means Dentrix’s report totals will often appear higher than what Dental Intelligence shows. The difference represents claims tied to patients who are no longer active in your practice.
Quick Comparison
Dental Intelligence’s Claims Aging metric is built to reflect your claims as they were submitted — making it a consistent and reliable source for tracking what’s actually outstanding. Dentrix’s Insurance Aging Report recalculates based on current settings, which can cause estimates to shift over time.
Both reports are valid — they’re simply designed for different purposes. If you’re trying to reconcile the two, the differences you’re seeing are expected and accounted for.
| Dental Intelligence | Dentrix Insurance Aging |
Data source | Individual claim on patient ledger | Recalculated live from current data |
Estimate basis | Coverage/fees at time of submission | Current coverage table & fee schedule |
Inactive patients | Not included (Claims Aging) | Included |
Best used for | Tracking what was actually billed | Snapshot of current outstanding estimates |
Still have questions? Reach out to the Dental Intelligence Support team — we’re happy to walk through your specific numbers with you.