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DI Insurance: Sending Claims from Your PMS to DI Insurance
DI Insurance: Sending Claims from Your PMS to DI Insurance

This article covers how to get your insurance claims from your Practice Management Software to the DI Insurance module.

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Written by Jolynn Marcum
Updated over a week ago

Catch any missing information on a claim before submitting it to insurance using the DI Insurance module. Below are step by step instructions for how to send your office’s insurance claims from your Practice Management Software to the DI Insurance module.

DI Insurance is available with your Dental Intelligence product bundle. Dental Intelligence has partnered with Vyne to provide this service to our customers.


Dentrix

Sending Claims to DI Insurance

  1. Open the Office Manager in Dentrix by clicking the Brown Chair icon

  2. Select File then Printer Setup

  3. Change the default report printer to Vyne Print Driver and click OK

  4. In the Office Manager, highlight the claims you want to send to DI Insurance

  5. Click the Printer Icon

    💥Note💥: This will send your claims to the DI Insurance module

  6. Open your DI Insurance module and go to Claims Management to verify all necessary claims have been added

  7. Once you have verified your insurance claims have been added to the DI Insurance module, look over the Status column to find any potential missing information and update any claims that need adjustments

Click here to learn how to submit your claim using the DI Insurance module.


Eaglesoft

Sending Claims to DI Insurance

  1. In Eaglesoft, select on the Claims icon

  2. Process Insurance Claims will display here and you will be able to see all claims that have not been sent to DI Insurance by the checkmark next to Unsubmitted in the View section

  3. Make sure all the claims you want to send to DI Insurance have the Vyne Dental or Print RES form in the Form Name column of the Process Insurance Claims window

  4. Select the claims you are wanting to sent to DI Insurance and click Process in your Process Insurance Claims window

    💥Note💥:This will send your batched claims to the DI Insurance module

  5. Open your DI Insurance module and go to Claims Management to verify all necessary claims have been added

  6. Once you have verified your insurance claims have been added to the DI Insurance module, look over the Status column to find any potential missing information and update any claims that need adjustments

Click here to learn how to submit your claim using the DI Insurance module.


Open Dental

Sending Claims to DI Insurance

  1. Select Manage on the left panel of Open Dental

  2. In the Manage claims window, click Send Claims

  3. Highlight the claims that you want to send to DI Insurance and click Send E-Claims

  4. Select OK on the pop-up asking if you want to send the selected e-claims

    💥Note💥:This will send your batched claims to the DI Insurance module

  5. Open your DI Insurance module and go to Claims Management to verify all necessary claims have been added

  6. Once you have verified your insurance claims have been added to the DI Insurance module, look over the Status column to find any potential missing information and update any claims that need adjustments

Click here to learn how to submit your claim using the DI Insurance module.

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