SRP UR: charting done on paper, no probing depths entered

Claim 37000 · Summit Smile Insurance · Date of service 07/08/2026 · Source: synthetic case hand-07-paper-perio-chart · Generated 2026-10-12 07:02 UTC

Prepare in Open Dental

Needs documentation

Not ready: 2 items to fix in the chart before this claim goes out. Re-run ClaimClear afterwards.

To-do list as an Open Dental task

ClaimClear: claim 37000 (date of service 07/08/2026), documentation is missing.

D4341 periodontal scaling and root planing, four or more teeth per quadrant, the upper right quadrant:
- Record a full-mouth periodontal charting (6-point probing) before SRP and attach it.
- Record a full-mouth periodontal charting before SRP.

Open Dental API call

POST /tasks
{
  "TaskListNum": 1,
  "UserNum": 1,
  "Descript": "ClaimClear: claim 37000 (date of service 07/08/2026), documentation is missing.\n\nD4341 periodontal scaling and root planing, four or more teeth per quadrant, the upper right quadrant:\n- Record a full-mouth periodontal charting (6-point probing) before SRP and attach it.\n- Record a full-mouth periodontal charting before SRP.",
  "KeyNum": 37000,
  "ObjectType": "Patient"
}

Claim tracking status

ClaimClear: documentation missing, see task

Open Dental API call

POST /claimtrackings
{
  "ClaimNum": 37000,
  "TrackingDefNum": 2,
  "Note": "ClaimClear: documentation missing, see task"
}

ClaimClear never sends claims. After approving, staff attach the narrative PDF and radiographs to the claim in Open Dental and send it as usual.

D4341 periodontal scaling and root planing, four or more teeth per quadrant · the upper right quadrant · 07/08/2026

Needs documentation

Do this before submitting

Record a full-mouth periodontal charting (6-point probing) before SRP and attach it.
Record a full-mouth periodontal charting before SRP.

Narrative Every sentence checked against the chart

SRP UR, heavy calculus, generalized bleeding. Full-mouth series of radiographs taken 01/15/2026. Treatment: D4341 periodontal scaling and root planing, four or more teeth per quadrant on the upper right quadrant, date of service 07/08/2026.

240 characters

Claim note

SRP UR: narrative and radiograph attached

Would strengthen the claim

Record the periodontal diagnosis (stage/grade, localized or generalized) in the exam or procedure note.
Document the radiographic bone loss findings for the quadrant.

Attachments

Item	Status	Detail
Periodontal chart	Missing	A periodontal exam is recorded on 06/24/2026, but no probing depths were entered.
Radiograph	In Open Dental	Full-mouth series of radiographs taken 01/15/2026. Source: Open Dental Imaging: "FMX" (X-Rays), DocNum 37202.

Documentation checks (Default (common plan guidelines - verify per carrier))

Check	Status	Detail
Periodontal charting within 12 months	Missing	A periodontal exam is recorded on 06/24/2026, but no probing depths were entered.
4+ teeth in the quadrant with pockets of 4 mm or more	Missing	Pocket depths can't be verified without periodontal charting.
Radiograph of the upper right quadrant within 24 months	Met	Full-mouth series of radiographs taken 01/15/2026 (5.7 months before the date of service).
Periodontal diagnosis documented (recommended)	Not documented	No note records a periodontal diagnosis (e.g., periodontitis stage and grade).
Radiographic bone loss documented (recommended)	Not documented	No note describes radiographic bone loss.

Evidence used (5 facts)

ID	Fact	Where it comes from
C1	D4341 periodontal scaling and root planing, four or more teeth per quadrant on the upper right quadrant, date of service 07/08/2026.	Procedure D4341 (ProcNum 37001)
C2	Full-mouth series of radiographs taken 01/15/2026.	Open Dental Imaging: "FMX" (X-Rays), DocNum 37202
C3	A periodontal exam is recorded on 06/24/2026, but no probing depths were entered.	Perio Chart exam dated 06/24/2026 (PerioExamNum 37301)
N1	SRP UR, heavy calculus, generalized bleeding. "SRP UR, heavy calculus, generalized bleeding"	Clinical note: D4341 UR on 07/08/2026 (this procedure)
N2	SRP UR, heavy calculus, generalized bleeding. "SRP UR, heavy calculus, generalized bleeding"	Clinical note: D4341 UR on 07/08/2026 (this procedure)

Draft → check → revise loop (1 iteration)

Iteration 1: no issues

Clinical notes read (2, names redacted)

D4341 UR on 07/08/2026 (this procedure)

SRP UR, heavy calculus, generalized bleeding.

Periodontal exam note on 06/24/2026

Perio charting done on paper, scanned to Imaging.

Engine: extractor heuristic, narrator template, reviewer none.