Owner · Office manager
See claims as work, not only as a total.
An overview of claims and a board for work in motion, so insurance follow-up has a place to live.
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Illustrative workflow · sample data · Dental Canvas
What this is for
Claims are in Open Dental. The work of moving them still lives in someone’s personal system.
Office manager
Opens claims overview. Volume and status are visible
Billing
Works the board. Each claim has a place in the process
Owner
Inspects what is stuck. Follow-up has a starting point