SRP: no periodontal charting

Claim 23000 · Harborview Dental Plan · Date of service 06/05/2026 · Source: synthetic case srp-05-no-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 23000 (date of service 06/05/2026), documentation is missing.

D4341 periodontal scaling and root planing, four or more teeth per quadrant, the lower left 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 23000 (date of service 06/05/2026), documentation is missing.\n\nD4341 periodontal scaling and root planing, four or more teeth per quadrant, the lower left 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": 23000,
  "ObjectType": "Patient"
}

Claim tracking status

ClaimClear: documentation missing, see task

Open Dental API call

POST /claimtrackings
{
  "ClaimNum": 23000,
  "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 lower left quadrant · 06/05/2026

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

Diagnosis: generalized Stage III Grade B periodontitis. Heavy subgingival calculus LL. Full-mouth series of radiographs taken 01/09/2026. Treatment: D4341 periodontal scaling and root planing, four or more teeth per quadrant on the lower left quadrant, date of service 06/05/2026.

280 characters

Claim note

SRP LL: narrative and radiograph attached

Would strengthen the claim

Document the radiographic bone loss findings for the quadrant.

Attachments

Item	Status	Detail
Periodontal chart	Missing	No periodontal charting found on or before the date of service.
Radiograph	In Open Dental	Full-mouth series of radiographs taken 01/09/2026. Source: Open Dental Imaging: "FMX" (X-Rays), DocNum 23201.

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

Check	Status	Detail
Periodontal charting within 12 months	Missing	No periodontal charting found on or before the date of service.
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 lower left quadrant within 24 months	Met	Full-mouth series of radiographs taken 01/09/2026 (4.8 months before the date of service).
Periodontal diagnosis documented (recommended)	Met	Diagnosis: generalized Stage III Grade B periodontitis.
Radiographic bone loss documented (recommended)	Not documented	No note describes radiographic bone loss.

Evidence used (4 facts)

ID	Fact	Where it comes from
C1	D4341 periodontal scaling and root planing, four or more teeth per quadrant on the lower left quadrant, date of service 06/05/2026.	Procedure D4341 (ProcNum 23001)
C2	Full-mouth series of radiographs taken 01/09/2026.	Open Dental Imaging: "FMX" (X-Rays), DocNum 23201
N1	Diagnosis: generalized Stage III Grade B periodontitis. "Dx: generalized Stage III Grade B periodontitis"	Clinical note: D4341 LL on 06/05/2026 (this procedure)
N2	Heavy subgingival calculus LL. "Heavy subgingival calculus LL"	Clinical note: D4341 LL on 06/05/2026 (this procedure)

Draft → check → revise loop (1 iteration)

Iteration 1: no issues

Clinical notes read (1, names redacted)

D4341 LL on 06/05/2026 (this procedure)

Dx: generalized Stage III Grade B periodontitis. Heavy subgingival calculus LL. SRP LL completed under local anesthesia. OHI given.

Engine: extractor heuristic, narrator template, reviewer none.