System Upgrade Guides & Videos

Guides and Resources

The PDFs below are useful tools to help you easily navigate the new dentist portal.

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To view the full guide, click here.

General 

• Dashboard Overview
• ​Payments
• Documents
• My Profile
• National Benefits Inquiry

Find a Patient

• Benefits and Eligibility
• Dental Benefits Tab
• Access a Patient's Full Benefits Information
• Understanding a Patient's Full Benefits Information
• Limitations Tab
• Coverage Tab
• Claims & Treatment Plans Tab
• Procedure Code Look Up

Claims

• Submitting a Claim
• Submitting a Pre-Treatment Estimate
• Edit/Void a Claim
• Convert a Pre-Treatment Estimate to Claim for Treatment Rendered
• Patient Claims History
• Claims Status Check
• Claims Appeal

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The videos below offer a visual walkthrough to help you easily navigate the portal.

Dentist Portal Overview	Dashboard Overview
Claim Status Check	Pre-Treatment Estimate to a Claim for Treatment Rendered
Edit/Void a Claim	Submitting a Pre-Treatment Estimate
Submitting a Claim	Payments Tab
Benefits & Eligibility	Full Benefits Information