Submitting a pre-treatment estimate in for pay

Access the original pre-treatment estimate as described in Locating a claim.
The pre-treatment estimate opens in the pre-treatment estimate screen. Click the Submit for Payment button.
The Claim Entry - Treatment Details screen appears with the Treatment Details tab displaying the information from the pre-treatment estimate. Enter the correct date(s) on the pre-treatment estimate claim lines in the Service Date column.
If necessary, modify other information; see Required information on a claim for help filling out information on the Treatment Details tab. For additional information on the other tabs:

Claim Details — to change the default settings on overall claim details, see Submitting a claim with special patient information
COB Details — to add coordination of benefits information, see Submitting a claim with coordination of benefits
Ortho Details — to add orthodontic information, see Submitting an ortho claim

When all appropriate claim information has been entered, you must return to the Treatment Details tab by clicking on it. From here you can:

Submit the claim for processing by selecting the Submit Claim button at the bottom of the screen on the Treatment Details tab.
Pend the claim for later editing by selecting the Pend Claim button at the bottom of the screen on the Treatment Details tab. Pended claims can be modified; see Working with a pending claim for more information.

For a submitted claim, the Explanation of Benefit screen, displaying a summary of the entered claim information. For a pended claim, the Claim Summary screen will be displayed.