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How to Send Insurance Claims from Open Dental

Learn how to submit claims from Open Dental to your DI Insurance module using the PMS Dental Plugin

Erika Gardner avatar
Written by Erika Gardner
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.

With the PMS Dental Plugin installed, you can quickly and efficiently submit claims from Open Dental directly to DI Insurance, saving you time and keeping your claims submissions organized.

Still need to install the PMS Dental Plugin? Click here to learn how!

How to Submit Batch Claims from Open Dental

  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 (this will send your batched claims to the DI Insurance module)

  5. Open your DI Insurance module and click on Claims 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

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