Dentrix Ideas

15 Vote

Pop up on charts for maxed out insurance benefits

We keep sending claims out for patients who are maxed out and it is a waste of our time. I understand that we can easily see on the family file that they are, however, we get busy, so many buttons and things to do; and we forget. A popup so we can...

Created 11 Sep 15:41 by Guest

Claims

1 Needs review
1 Vote

Change color of service after insurance claim is closed.

After an insurance pays and a claim is closed it would be nice if the services changed to a different color so it would be easy to tell at a glance if a claim is still open.

Created 01 Nov 19:10 by Guest

Insurance

0 Needs review
1 Vote

Ability to edit fee on an electronic claim form in box 31

We do some procedures at no charge so we have to print a claim white out the charge in box 31 and snail mail or use the insurance portal to manually enter a claim. We want to send full office fee but we post contracted fees to the ledger. We don’t...

Created 01 Nov 15:54 by Guest

Claims

0 Needs review
2 Vote

Making a patient's insurance "inactive" instead of deleting it all together

We have a patient that had primary and secondary insurance (thru her husband), now only had his insurance as her primary. I checked w/ your team and found out her old ins needs to be deleted and make his primary. "Softdent" lets you make hers "ina...

Created 28 Oct 20:30 by Guest

Insurance

0 Needs review
3 Vote

Insurance Tab for a 3rd Insurance Company

We have some patients that have 3 insurances. It would be nice if we had a tab for another dental insurance company instead of creating a dummy patient.

Created 21 Oct 15:59 by Guest

Dental Insurance Benefits and Coverage

0 Needs review
102 Vote

Claim Status Notes Improvements

Ability to delete or not track "batched" or "printed" statuses Ability to create custom statuses Make it easier to write a note with fewer clicks Easily enter a claim status note when entering a check Easier to see multiple notes in one glance.

Created 13 Jun 17:13 by Ashley Watkins

Claims / Insurance

9 Gathering Feedback
1 Vote

Insurance roll-overs

I'm having an issue applying rollover maximums. Please let me know how this is supposed to be done. Also, when an insurance increases coverage in yearly increments? I simply cannot work with these devils anymore without some kind of help from some...

Created 30 Oct 15:01 by Guest

Insurance

0 Needs review
2 Vote

Document attachement

Many benefit plans are accepting documents attached to claim/preauthorizations by electronic submission. Canada version does not allow this yet. Please implement this feature.

Created 23 Oct 17:21 by Guest

Claims

0 Needs review
2 Vote

Insurance Aging Report by Partially Paid Claims Only

After successful fee schedule negotiation, I have several claims that paid off of the old fee schedule. These claims are marked as partially paid. To easily follow up on the pending additional payment, it would be helpful to be able to run a repor...

Created 23 Oct 14:00 by Maghan Stiles

Claims Manager

0 Needs review
279 Vote

Max not being counted toward preventive services.

Some insurance plans don't apply the max towards preventive procedures. We need away to mark this, that way it won't say the patient is maxed when they really aren't.

Created 09 Jul 04:17 by Guest

Insurance

9 Future consideration