SRP: charting is ~18 months old

Claim 22000 · Summit Smile Insurance · Date of service 05/11/2026 · Source: synthetic case srp-04-old-charting · Generated 2026-10-12 07:08 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 22000 (date of service 05/11/2026), documentation is missing.

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

Open Dental API call

POST /tasks
{
  "TaskListNum": 1,
  "UserNum": 1,
  "Descript": "ClaimClear: claim 22000 (date of service 05/11/2026), documentation is missing.\n\nD4341 periodontal scaling and root planing, four or more teeth per quadrant, the upper left quadrant:\n- Record a full-mouth periodontal charting (6-point probing) before SRP and attach it.\n- Record a current full-mouth periodontal charting before SRP.",
  "KeyNum": 22000,
  "ObjectType": "Patient"
}

Claim tracking status

ClaimClear: documentation missing, see task

Open Dental API call

POST /claimtrackings
{
  "ClaimNum": 22000,
  "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 left quadrant · 05/11/2026

Needs documentation

Do this before submitting

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

Narrative Every sentence checked against the chart

Diagnosis: generalized Stage III Grade B periodontitis. Generalized horizontal bone loss noted on FMX. Heavy subgingival calculus UL. Bitewing radiographs taken 02/15/2026. Treatment: D4341 periodontal scaling and root planing, four or more teeth per quadrant on the upper left quadrant, date of service 05/11/2026.

315 characters

Claim note

SRP UL: narrative and radiograph attached

Attachments

Item	Status	Detail
Periodontal chart	Missing	The most recent periodontal charting is from 11/20/2024 (17.6 months before the date of service); the guideline is within 12 months.
Radiograph	In Open Dental	Bitewing radiographs taken 02/15/2026. Source: Open Dental Imaging: "4BWX" (X-Rays), DocNum 22201.

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

Check	Status	Detail
Periodontal charting within 12 months	Missing	The most recent periodontal charting is from 11/20/2024 (17.6 months before the date of service); the guideline is within 12 months.
4+ teeth in the quadrant with pockets of 4 mm or more	Missing	The only pocket depths on file come from charting 17.6 months before the date of service, which is too old to support this claim.
Radiograph of the upper left quadrant within 24 months	Met	Bitewing radiographs taken 02/15/2026 (2.8 months before the date of service).
Periodontal diagnosis documented (recommended)	Met	Diagnosis: generalized Stage III Grade B periodontitis.
Radiographic bone loss documented (recommended)	Met	Generalized horizontal bone loss noted on FMX.

Evidence used (7 facts)

ID	Fact	Where it comes from
C1	D4341 periodontal scaling and root planing, four or more teeth per quadrant on the upper left quadrant, date of service 05/11/2026.	Procedure D4341 (ProcNum 22001)
C2	Bitewing radiographs taken 02/15/2026.	Open Dental Imaging: "4BWX" (X-Rays), DocNum 22201
C3	Full-mouth periodontal charting was recorded 11/20/2024.	Perio Chart exam dated 11/20/2024 (PerioExamNum 22301)
C4	Upper left quadrant on the 11/20/2024 charting: 4 teeth with probing depths of 4 mm or more (#12: 6 mm, #13: 5 mm, #14: 5 mm, #15: 6 mm). Bleeding on probing at 8 sites.	Perio Chart exam dated 11/20/2024, UL quadrant
N1	Diagnosis: generalized Stage III Grade B periodontitis. "Dx: generalized Stage III Grade B periodontitis"	Clinical note: D4341 UL on 05/11/2026 (this procedure)
N2	Generalized horizontal bone loss noted on FMX. "Generalized horizontal bone loss noted on FMX"	Clinical note: D4341 UL on 05/11/2026 (this procedure)
N3	Heavy subgingival calculus UL. "Heavy subgingival calculus UL"	Clinical note: D4341 UL on 05/11/2026 (this procedure)

Draft → check → revise loop (1 iteration)

Iteration 1: no issues

Clinical notes read (1, names redacted)

D4341 UL on 05/11/2026 (this procedure)

Dx: generalized Stage III Grade B periodontitis. Generalized horizontal bone loss noted on FMX. Heavy subgingival calculus UL. SRP UL completed under local anesthesia. OHI given.

Engine: extractor heuristic, narrator template, reviewer none.