Dentrix Ideas

3 Vote

Eligibility essentials/pro should automatically report back on secondary insurance policies

For patients with multiple insurances, the eligibility report currently only pulls the primary and requires users to swap the secondary with the primary to get an essentials or pro report and then switch back prior to submitting claims. This is te...

Created 4 Jun 03:43pm by Guest

Eligibility Essentials & Pro

Needs review
3 Vote

Mass eligibility report for a day

An option to trigger a mass essentials or pro eligibility report on all applicable patients for a given day removes the tedious process of manually clicking through each patient which is time consuming in practices who see 70+ patients in a given ...

Created 4 Jun 03:37pm by Guest

Eligibility Essentials & Pro

Needs review
1 Vote

Eligibilty Essential

Being able to exclude 1 particular insurance from automatically running. For example, BCBS- When it imports data, it is importing medical information not the dental, so deductibles and max's are wrong.

Created 11 Jun 07:21pm by Guest

Eligibility Essentials & Pro

Needs review
5 Vote

Eligibility Pro - History added to Appointment Coverage Details section

It would be extremely helpful to pull the procedure code history up into the Appointment Coverage Details section in addition to age, frequency and wait period limitations. This will help to give a FULL picture of coverage by procedure code, witho...

Created 31 Mar 02:56pm by Lisa Woodfin

Eligibility Essentials & Pro

Needs review
1 Vote

Disable Eligibility Pro Missing Payor Connections Popup Per-Workstation

The Eligibility Pro "Missing Payor Connections" pop-up is only useful on a small number of our workstations that deal with insurance eligibility. The pop-up is redundant and unnecessary on most clinical workstations. Ideally, there would be a per-...

Created 22 May 04:22pm by Dr J

Eligibility Essentials & Pro

Needs review
1 Vote

Being able to manually change the eligibility status color

We were able to manually change the eligibility status color on older versions of dentrix. Now it seems like we have to be subscribed to elgibility essentials or pro to even do this. We tried the eligibility software and hated it, we rather do it ...

Created 2 Apr 11:44pm by Guest

Eligibility Essentials & Pro

Needs review
2 Vote

Insurance eligibility should run on the first of each month and then weekly?

Insurance eligibility ran on 12/31/25. It is not scheduled to run again until 1/8/26. However, insurance plans usually renew on January 1st and so all of the patients scheduled show eligible, but some of their plan changed on 1/1/26.

Created 7 Jan 03:49pm by Guest

Eligibility Essentials & Pro

Needs review
1 Vote

It would be nice to personalize the insurance eligibility section by having the option of selecting specific dental treatment codes

No description provided

Created 19 Mar 01:43pm by Guest

Eligibility Essentials & Pro

Needs review
5 Vote

Ability to turn off Eligiblity Essential

No description provided

Created 26 Mar 06:27pm by Guest

Eligibility Essentials & Pro

Needs review
2 Vote

for insurance automatically import

it would be beneficial if when the eligibility is done it is automatically imported. It is time consuming to go in to every single patients accounts to do this. Why not just automatically have it imported or an option to turn that on or off per of...

Created 25 Nov 08:47pm by Guest

Eligibility Essentials & Pro

Needs review