Generate a Date Range Claim

Would you like to generate a claim for a single transaction on the ledger, such as a retainer replacement? We can help you!

  1. Go to Tops Ortho > Practice Setup > Fee Schedule to make sure the transaction has a code entered and is not marked as excluded from insurance claims. (See related article, Add Charge to Fee Schedule, below.)
  2. Post the transaction to the patient ledger.

  1. Go to Action > New Insurance Claim.
  2. Select Date Range claim type from the dropdown.
  3. Select your desired form (ADA 2019 Claim is typical.)
  4. Enter today's date (OR the date you posted the transaction).
  5. Enter Remarks, if needed.
  6. Click Add New Claims to Tops.
  7. Tops will generate the Date Range Claim for you to e-file or mail.

PRO TIP: When generating a claim you can auto-fill today's date in the date range field; simply type the letter "T" on your keyboard!

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