Electronic Dental Claims Setup and Overview

Electronic Dental Claims Setup and Overview

Before creating Dental Claims, some preliminary set up needs to be done.


Ask Support or your Implementation Manager to activate the Internal Setting(s).

Dental Setup

Dental Payer

  • On the Insurance in the Insurance Library, select Electronic/Dental for the Primary Form Type.



ANSI 5010 Dental Segments

Loop 2300 Claim Level

CLM*432E82**150***11::1*Y*A*Y*Y*B

DTP*472 (Service Date)
DTP*452 (Appliance Placement)
DN1 (Ortho Months of Treatment)
DN2 (Tooth Status)

HI*ABK:Z0120



Loop 2400 Line Level

LX*1

SV3*AD:D1110:TH*150*11********1

TOO (Tooth Information)
DTP*441 (Prior Placement)
DTP*452 (Appliance Placement)
DTP*446 (Replacement)
DTP*196 (Treatment Start)
DTP*198 (Treatment End)

REF*6R*432E82L1


Modifiers/Tooth Identifier/Surface/Quadrant

Dental Modifiers can be 1 to 8 characters.

  • The Tooth IdentifierSurface Codes, and Quadrant Codes must be added to the Modifier Library.
  • In Charge entry, the Modifiers will not auto advance to the next Modifier field on databases where Dental has been activated.
  • Tab to the next Modifier fields.
  • Tooth Identifier: The Tooth Identifier is added in the Modifier 1 field.
  • 1 through 32
  • Surface Codes: These must be ANSI Codes. The Surface Codes identify the area of the tooth that was treated.
  • B: Buccal
  • D: Distal
  • F: Facial
  • I: Incisal
  • L: Lingual
  • M: Mesial
  • O: Occlusal
  • These are added in the Modifier field.
  • If more than 1 Surface Code, add as an additional Modifier.
  • Quadrant Codes: The Quadrant Codes will be used in the Modifier field. A Quadrant is defined as four or more contiguous teeth and/or teeth spaces distal to the midline.
  • The Code starts with a 2-digit ANSI code that designates the area of the oral cavity: 00, 01, 02, 10, 20, 30, or 40.
  • It ends with .Q
  • 00: Entire oral cavity
  • 01: Maxillary arch
  • 02: Mandibular arch
  • 10: Upper right quadrant
  • 20: Upper left quadrant
  • 30: Lower left quadrant
  • 40: Lower right quadrant
  • Example: 00.Q


Add Taxonomy Code to Box 56A

If the Payer wants a Taxonomy Code on the Claim, ask Support or your Implementation Manager to add the Cross Code to put the Taxonomy Code on the Claim.

  • Individual Taxonomy code for Dental
  • Pay To/Billing Group Taxonomy for Dental


Instructions on completing the 2019 ADA form (external link): ADA Dental Claim Form


Learn More 

 Create a Dental Claim




    • Related Articles

    • Manually Batch and Upload Electronic Claims

      Electronic Claims can be manually batched and uploaded. Ideally, you will want to use the Job Scheduler to create and upload your batches, but there will be instances where you will need to use the manual batch and upload method. Go to the Claims ...
    • Claims Management Dashboard

      Claims Management Dashboard Overview Claims can be manually batched and uploaded at any time, or the Job Scheduler can be used to automate the Claims batching and upload process at a pre-set day and time. Close the Reference Batches with Claims that ...
    • Setup for Institutional Claims (UB04)

      System Setting for Institutional claims (UB04) From Admin, select System Settings. Select Charges in the Category Menu. Scroll to UB04_USED - USE UB04 CHARGES. Select Yes. Insurance Library Setup for Institutional Claims (UB04) In the Insurance ...
    • Statements/Invoices Overview

      Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Settings for Invoices ...
    • Unbalanced Claims

      A common rejection is for Unbalanced Claims. Payments and Adjustments do not equal Charge. If an Encounter is unbalanced or missing the Primary Insurance adjudication, the Claim will not batch. The Primary Payment on the Claim must be posted ...