How to generate a Dentrix Insurance Claim Aging Report with Dentrix G7

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Tracking outstanding insurance claims is critical for maintaining a healthy dental practice cash flow. An effective Dental Insurance Aging Report helps office managers, consultants, accountants, and practice owners identify unpaid claims, follow up with insurance providers, and reduce revenue cycle delays. Dentrix provides a powerful tool to generate this report efficiently.

But, the report that Dentrix provides is not in a format that is easy to use. DentalPDF makes it effortless to convert the report to CSV, Excel, or Google Sheets.

In this guide, we'll walk you through the exact steps to create an Insurance Aging Report in Dentrix, and then how to convert it to CSV, Excel, or Google Sheets using DentalPDF.

Step 1: Open the Insurance Aging Report in Dentrix

Launch Dentrix and log in with a user with sufficient permissions to generate reports.

Open Office Manager.

Click on Reports (from the toolbar) > Ledger > Insurance Aging Report.

A dialog box will appear, allowing you to configure the report settings.

Dentrix Insurance Aging Report

Step 2: Configure the Report Settings

To generate an effective report, use the following recommended settings:

  • Minimum Days Past Due: use 0 to get all claims. Use 30 to get only overdue claims.

Once configured, click OK or Generate Report to proceed.

Step 3: Save the report

You will be taken to the Dentrix Print Preview screen.

Dentrix Insurance Claim Aging Report Print Preview

Tap on File > Print.

Look for a printer that says something like "Print to PDF", and choose that one. That printer will allow you to "print" the report to a PDF file on your computer.

Microsoft Print to PDF

Click on OK and save the PDF to your computer.

Step 4: Convert the report with DentalPDF

Log into your DentalPDF Dashboard.

Drag the file into the upload area

Tap "Upload and Convert"

Within seconds, you will receive a link to download your report in CSV or Excel, and a link to send it to Google Sheets.

Once the report has been converted, you can now use it to prioritize your follow-ups to insurance providers.