Dentrix Ideas

1 Vote

insurance credit card payments

When posting an insurance credit card payment into a claim it does not prompt you to run the card. Therefore you have to then run the card through the Dentrix pay module, and then make an adjustment on the account because the patient would then ha...

Created 07 Oct 17:54 by Guest

Claims

0 Needs review
2 Vote

DISCOUNT PLANS SHOULD NOT GENERATE CLAIMS OR BATCH

although discount plans are tagged to not bill insurance, it still generates a claim with daily batch. I find it extremely tedious to go on the ledger and hit do not bill on every procedure. Reports also reflect outstanding claims for discount plans.

Created 19 Aug 20:56 by Guest

Claims

0 Needs review
4 Vote

Purging of old pre-determinations

My pre-d aging report is over 90 pages long as pre-d's have not been managed correctly. There should be a way to purge old pre-ds that are now irrelevant or at the very least be able to select a date range to run. The report at the moment is essen...

Created 14 May 15:33 by Guest

Insurance

0 Needs review
8 Vote

DO NOT estimate an "IN-NETWORK Adjustment" if office is "Out of Network"

After the latest update Sept/Oct 2023, the ledger and Treatment planner now show and/or reflect and "in network adjustment" based on the Allowable fees entered into the Payment table. However, we are NOT in-network with any insurance. So, my treat...

Created 27 Oct 20:55 by Lindsey

Dental Insurance Benefits and Coverage

2 Needs review
5 Vote

Let me finish primary claim before switching screen to secondary. Ask to create secondary after adjustment has been done.

When a patient has two insurances, I want to be able to completely finish out the primary claim, including any payments AND adjustments. When I am about to close the claim is the best time to ask if I want to create a secondary claim, not when I h...

Created 21 Mar 18:43 by Diana W

Claims

0 Needs review
4 Vote

Allow PDF uploads to claim attachments

Most of our forms are scanned in PDF which is not recognized by Dentrix. It would be more efficient to access PDF forms while submitting claims rather than trying to screenshot documents.

Created 08 May 15:33 by Guest

Claims

0 Needs review
1 Vote

Clear Multiple Claims At Once

Need the ability to clear multiple claims at once, and not just all from the same patient/family, but multiple patients/families' claims at the same time. It looks like this used to be an option in the past, but no longer is in the Claims Manager....

Created 03 Oct 12:36 by edmond Suh

Claims Manager

0 Needs review
1 Vote

Add Doc Center to Insurance plan notes

Would like an option to click on the Doc Center icon to view scan's from the insurance plan notes.

Created 02 Oct 22:59 by Guest

Dental Insurance Benefits and Coverage

0 Needs review
7 Vote

report for batch claim

It would be so helpful to have a report for claims that are batch ONLY & not sent to insurance....Thank you!

Created 29 Nov 16:05 by Ranju Bhasin

Claims

0 Needs review
3 Vote

Pop-Ups on insurance plans

Make it so you can make a pop up for an insurance plan to alert for things like waiting periods, downgrades, or deductibles without having to look at the insurance note.

Created 20 Jun 21:24 by Guest

Insurance

1 Needs review