Insurance & Billing
Step-by-step guides for claims, payments, ERAs, and insurance setup.
#Report / guideUpdated
1How to Set Up Capitation Plans in Open DentalLearn the correct open dental capitation plan setup to ensure accurate patient co-pays and provider tracking. Avoid billing errors with this step-by-step guide.4/16/20262How to Set Up Capitation Plans in Open DentalLearn the correct open dental capitation plan setup to ensure accurate patient copays and provider tracking. Follow these steps to avoid billing errors.4/13/20263Managing Ortho Insurance Payments in Open DentalLearn how to accurately track and post an open dental ortho insurance payment. Follow our step-by-step guide to handle recurring orthodontic claims correctly.4/12/20264Handling Coordination of Benefits in Open DentalLearn how to accurately manage open dental coordination of benefits. Follow these steps to correctly bill secondary insurance and avoid common claim errors.4/11/20265Managing Open Dental Pre-AuthorizationsLearn how to correctly process an open dental pre authorization to ensure accurate insurance estimates and avoid billing errors for your dental practice.4/11/20266Managing an Open Dental Insurance DowngradeLearn how to accurately process an open dental insurance downgrade. Follow these steps to adjust estimates and ensure accurate patient billing in Open Dental.4/11/20267Setting Up Open Dental Frequency LimitationsLearn how to accurately configure open dental frequency limitations to prevent claim denials and ensure your practice gets paid for covered dental procedures.4/10/20268Mastering the Open Dental Batch Billing WorkflowStreamline your insurance revenue cycle with this guide to the Open Dental batch billing workflow. Learn how to send claims efficiently and avoid common errors.4/10/20269How to Set Up Medical Insurance BillingLearn how to properly configure and submit medical claims in Open Dental. Follow this guide to master open dental medical insurance billing for your practice.4/10/202610Entering Insurance History for New PatientsLearn how to accurately enter open dental insurance history new patient data to ensure correct benefit tracking and avoid billing errors in your practice.4/10/202611Managing PPO Write-offs in Open DentalLearn the correct workflow for open dental PPO writeoffs setup to ensure accurate patient balances and clean insurance aging reports in your practice.4/10/202612Find Procedures Not Billed to InsuranceUse this open dental procedures not billed query to identify completed work that hasn't been sent to insurance, ensuring your practice gets paid on time.4/9/202613Managing Ortho Insurance Payments in Open DentalLearn how to accurately post an open dental ortho insurance payment. Follow this step-by-step guide to handle recurring orthodontic claims and payments.4/6/202614Managing Open Dental Pre-AuthorizationsLearn how to correctly process an open dental pre authorization to ensure accurate treatment planning and avoid unexpected insurance coverage denials.4/5/202615How to Handle Coordination of Benefits in Open DentalLearn how to accurately manage open dental coordination of benefits. Follow this step-by-step guide to correctly bill secondary insurance and avoid claim denials.4/5/202616Setting Up Open Dental Frequency LimitationsLearn how to accurately configure open dental frequency limitations to prevent claim denials and ensure your practice gets paid for covered dental procedures.4/4/202617Managing PPO Write-offs in Open DentalLearn the correct workflow for open dental PPO writeoffs setup to ensure accurate patient balances and clean insurance aging reports in your practice.4/4/202618Managing an Open Dental Insurance DowngradeLearn how to accurately process an open dental insurance downgrade. Follow these steps to adjust procedure codes and ensure accurate patient billing every time.4/4/202619Mastering the Open Dental Batch Billing WorkflowStreamline your insurance revenue cycle with this guide to the open dental batch billing workflow. Learn how to send claims efficiently and avoid common errors.4/3/202620Setting Up Medical Insurance Billing in Open DentalLearn how to correctly configure and process open dental medical insurance billing. Follow these steps to ensure accurate claims and faster reimbursement.4/3/202621Entering Insurance History for New PatientsLearn how to accurately enter open dental insurance history new patient data to ensure your claims and benefits tracking remain precise and error-free.4/3/202622Open Dental Pending Preauth QueryNeed to track outstanding pre-authorizations? Use this open dental pending preauth query to quickly identify sent pre-estimates waiting for insurance response.4/2/202623How to Enter Insurance Benefits in Open DentalLearn how to accurately open dental enter insurance benefits to ensure your claims are paid correctly and your patient accounts remain balanced and up to date.4/1/202624Using the Open Dental Outstanding Claims ReportLearn how to use the open dental outstanding claims report to track unpaid insurance, reduce aging, and improve your practice's cash flow with this guide.4/1/202625How to Resubmit a Rejected Claim in Open DentalLearn the correct way to open dental resubmit rejected claim workflows. Follow these steps to fix errors, update information, and get your claims paid faster.4/1/202626How to Split a Claim for Partial PaymentLearn how to use the open dental split claim partial payment feature to accurately manage insurance claims when procedures are paid at different times.4/1/202627How to Handle Claim Denials in Open DentalLearn the correct open dental claim denial fix workflow. Follow these steps to accurately track, resubmit, and resolve denied insurance claims in your practice.4/1/202628How to Set Up a New Insurance Plan in Open DentalLearn how to correctly open dental set up insurance plan entries to avoid claim denials and billing errors. Follow our step-by-step guide for accurate setup.4/1/202629How to Process ERA in Open DentalLearn how to open dental process ERA files efficiently. Follow our step-by-step guide to importing electronic EOBs and finalizing insurance payments correctly.3/31/202630How to Enter an Open Dental Supplemental PaymentLearn how to correctly record an open dental supplemental payment when insurance sends additional funds after a claim has already been marked as received.3/31/202631Handling an Open Dental Insurance OverpaymentLearn how to correctly process an open dental insurance overpayment. Follow these steps to keep your patient accounts accurate and your ledger balanced.3/31/202632How to Use the Outstanding Insurance Claims ReportLearn how to effectively use the open dental outstanding claims report to track unpaid insurance, reduce aging, and improve your practice's cash flow today.3/30/202633How to Enter Insurance Benefits in Open DentalLearn how to accurately open dental enter insurance benefits to ensure your practice gets paid correctly and avoids common billing errors in your software.3/30/202634How to Process ERA in Open DentalLearn how to efficiently open dental process ERA payments. Follow our step-by-step guide to accurately post insurance payments and reconcile your claims.3/30/202635How to Split a Claim for Partial PaymentLearn how to use the open dental split claim partial payment feature to accurately manage insurance claims when procedures are paid at different times.3/30/202636How to Set Up a New Insurance Plan in Open DentalLearn the correct way to open dental set up insurance plan entries to ensure accurate billing, avoid claim rejections, and streamline your insurance workflow.3/30/202637Managing an Open Dental Insurance OverpaymentLearn how to correctly handle an open dental insurance overpayment. Follow these steps to adjust your patient accounts and keep your financial records accurate.3/29/202638How to Handle Claim Denials in Open DentalLearn the correct open dental claim denial fix workflow. Follow these steps to accurately track, edit, and resubmit denied insurance claims in your practice.3/29/202639How to Resubmit a Rejected Claim in Open DentalLearn the correct workflow to open dental resubmit rejected claim procedures. Follow these steps to fix errors and get your insurance claims paid faster.3/29/202640How to Enter an Open Dental Supplemental PaymentLearn how to correctly enter an open dental supplemental payment when insurance sends additional funds after a claim has already been marked as received.3/29/202641How to Generate Patient Billing StatementsLearn how to generate patient billing statements in Open Dental efficiently. Follow our step-by-step guide to ensure accurate patient balances and timely payments.3/27/2026