Dentrix Ideas

Purging Insurance

When insurance gets purged it gets rid of all the information on the patients ledger. If you can have the option to purge the insurance but keep the name of the insurance company and the id or group number, so if the patients calls wanting to see what there old insurance was we can see that information and provide it to the patient.

  • Guest
  • Nov 4 2019
  • Future consideration
  • Mar 30, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

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  • Julie Kissel commented
    12 Aug, 2021 07:57pm

    This would be extremely helpful. When plans are purged, the insurance information is purged from past claims. It would very helpful to have access the insurance from past claims.

  • Jessica L commented
    12 Aug, 2021 07:49pm

    This would be extremely helpful. Or at lease give us the option to archive so information is not lost. We don't want to overload our system with insurance that is no longer effective, but need to have a history of what insurance that patient had in the past.