Dentrix Ideas

Ins Sub Info Assigned outside of family file

Add subscriber name and DOB visible to family file insurance info or some sort of notification when the patient (head of household) is a dependent on the plan of another patient. Right now if they are assigned to another patient outside of the family file you have to search that patient to get the DOB and it should be worked into the view of the patients benefits.

  • Guest
  • Oct 1 2026
  • Needs review
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