Dentrix Ideas

Auto-Generate Patient estimate from Appointment Book WITHOUT needing TX Planner


  • Guest
  • Apr 30 2026
  • Needs review
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  • Guest commented
    30 Apr 13:16

    We need to be able to quickly generate a patient co-pay from the Appointment book view WITHOUT having to add these procedures to the tx plan. Please figure out a way to calculate copay estimate using the "Inital reasons" added to an appointment using the insurance info in the patient's family file.