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2023 Catalog: All Courses

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DE0499: IHS Monthly EDR Series: Billing [Recorded Webinar]

Date: 10/01/2022 - 9/30/2023
Course Status: Completed
Facility: Online
Location: Online
Instructor: Cindy Abreu
Director: Joel Knutson
Level: Review
Audience: Dentists, Support Staff, Hygienists, Assistants
Quota: 1 - 250 students
Tuition: $0.00
Hours: 2.00 (Total CDE); 2.00 (DANB Non-Clinical); 2.00 (AGD - 550)
Joint Sponsorship: No
Lecture icon Question and Answer icon

Course Summary:
Every clinic has unique billing, claim submission and payment processing circumstances. The intent of this Webinar is to present billing / claim submission options that clinics can review to determine which billing process is best suited for their scenario.

Presenter: Cindy Abreu
Cindy Abreu has been Certified as a Dentrix Trainer with Henry Schein for over 14 years and awarded the Trainer of the year in 2009. She has been a Certified Enterprise trainer for the last 10 years and assigned to the IHS EDR project for the last 9 years. She has over 42 years of dental experience, her knowledge areas span from chairside dental assistant to front office practice management and practice consultant as a Dental Boot Kamp coach.

Course Agenda:
1.   Billing: Dentrix setup and Clinic Workflow

2.   Dental clinic setup checklist:
Clinic ASUFACs correct?
Facility billing information checklist:
Provider billing information checklist:
Billing separately for multiple clinics [satellite clinics / offsite / school]
How are payments collected in UFMS reconciled in Dentrix

3.   Patient Financial Information Readiness - Adding Dental Insurance information to a patient
Private Insurance

4.   Should a fee schedule for all billable codes be created in Dentrix?

5.   Coding
Are ICD-10 diagnosis codes assigned to all billable CDT codes?
Is the code transition to RPMS compromised if [code] parameters have been changed in Dentrix?
Do I need to treatment plan every procedure?
Why do I need to delete and re-enter incorrect ‘completed’ codes in Dentrix?

6.   Dentrix Ledger set up

7.   Billing Medicaid using Dentrix:
Generating claims:
Electronic claims [e-Services, etc.]
Generate a paper claim [example: billing Medicaid using paper copy forms]:
Preventing generating a paper claim:

8.   Billing Private Insurance using Dentrix:
Generating claims:
Electronic claims [e-Services, etc.]
Set up Batch claims generation
Generating a paper claim [example: private insurance if billing Medicaid from RPMS]:
Set up Batch claims generation
Screen claim to ensure all information is present

9.   Billing Medicaid through RPMS:
Review each code for “billability” [in Dentrix ledger process?]
Review patient file to ensure code frequency, etc., limitations do not preclude billing the code

10.   How to post insurance payment in Dentrix
How Accounts Receivable are cleared in Dentrix even if billing is done in RPMS.
Outstanding insurance
Outstanding AR
Find procedures that were not attached to a claim

Learning Objectives:

Upon completion of this webinar, participants will be able to:

1.   Understand how to use the clinic [billing] set up checklist
2.   Learn the essential clinic workflow processes to ensure billing information is accurate
3.   Attendees will be able to compare advantages and disadvantages of billing from Dentrix and RPMS and decide which option works best for their scenario.

Speaker / Presenter:

Cindy Abreu — For follow-up questions, please contact the speaker at

Disclosure Policy:

It is the policy of the Indian Health Service, Division of Oral Health, that faculty/planners disclose any financial or other relationships with commercial companies whose products may be discussed in the educational activity. The Indian Health Service, Division of Oral Health, also requires that faculty disclose any unlabeled or investigative use of pharmaceutical products and medical devices. Images that have been falsified or manipulated to misrepresent treatment outcomes are prohibited.

None of the faculty/planners for this activity has a conflict of interest, and there is no use of unlabeled or investigative pharmaceutical products or medical devices. No images have been falsified or manipulated to misrepresent treatment outcomes.The educational objectives, content, and selection of educational methods and instructors are conducted independent of any commercial entity.

The IHS Division of Oral Health is an ADA CERP Recognized Provider

The IHS Division of Oral Health is an accredited sponsor of continuing education under the American Dental Association Continuing Education Recognition Program (CERP). ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the IHS at IHS CDE Coordinator or to the Commission for Continuing Education Provider Recognition at


Participants should be end users of the IHS Electronic Dental Record.

Tuition Payment Information:

Please Make Checks Payable to: Indian Health Service.

Tuition Policy:

Tuition must be paid in full 8 weeks prior to the start date of any course. Request for refunds must be received in writing at least two weeks before the course begins. For each refund request, there will be an administrative charge of $100. No refunds will be made to registrants who fail to attend a course. If IHS CDE program cancels a course, then 100% of the tuition will be refunded.