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Submitting Insurance Claims

Learn how to batch, add attachments, and submit claims using the DI Insurance module

Rade Obradovic avatar
Written by Rade Obradovic
Updated today

Submitting claims is part of the DI Insurance Module. Interested in adding DI Insurance to your Dental Intelligence subscription? CLICK HERE to contact a representative for help getting this module set up.

DI Insurance offers increased transparency when it comes to filing your claims, enabling you to detect any missing details beforehand and thereby ensuring a prompt payment process for your office. Presented below are a set of simple instructions that outline the process of submitting insurance claims for your office via DI Insurance.

Install the Vyne Plugin to Submit Claims from Your Practice Management Software

Before you can start submitting claims from your practice management software to Dental Intelligence Insurance, you'll need to install the Vyne plugin.


Navigating DI Insurance and Claim Management

Watch this short video to learn more about using DI Insurance to submit claims more efficiently:


Submit a Claim from the DI Insurance Portal

Prior to submitting claims electronically to carriers in the DI Insurance portal, you must first complete an enrollment form for each carrier. Click here to learn how to submit claim enrollment forms to carriers.

  1. Login to the DI Insurance portal

  2. Select Claims in the left side menu

  3. In the Unsent tab, you will see details for all unsent claims

  4. Use the Filter by dropdown menu to filter through different claims status

  5. To see why a claim has failed, click on the patient's name

    1. A red notification will appear next to the section that needs to be corrected

  6. To add an attachment to a claim, simply click on the available options to take a screen capture, upload a file, or take a keyboard capture.

  7. Once corrected, you can Save and Exit, or Send Claim

Adding Attachments

You can add attachments to your claims in just a few clicks. Watch the video below or click here to follow along with our step-by-step guide.

Submit Bulk Claims

  1. To submit your claims in bulk, simply select the box next to each patient's name to include their claims. For added convenience, you can also streamline the process by selecting the top box to include all patients at once.

  2. Select the dropdown arrow and click Send

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