Dentrix Ideas

Purging old preauthorizations that have not had treatment completed...

When running the 'dental preauthorization aging report', I have found that no one has ever cleared/updated the status of pending treatment plans/old preauthorizations from the system. I was hoping there would be a way to either clear preauthorizations that are aging past a certain point. Or, possibly, maybe there is a way to change the status of the preauthorization/treatment plans to rejected or such so that it doesn't show as pending treatment??

  • Guest
  • Jan 15 2020
  • Already exists
  • Mar 4, 2020

    Admin response

    The pre-treatment estimates for completed procedures can be removed from the treatment plan by either deleting the pre-treatment estimate or by posting an estimated payment to the pre-treatment estimate.

    The steps to delete the pre-treatment estimate are:
    1. Double-click on the pre-treatment estimate to open.
    2. Click File | Delete.

    The steps to post an estimated payment to the pre-treatment estimate are:
    1. Double-click on the pre-treatment estimate to open.
    2. Click Enter Estimate.
    3. Click Itemize procedure or Total Estimate Only.
    4. Enter estimated payment.
    5. Enter Pre-auth number.
    6. Click OK

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  • Guest commented
    14 May 03:30pm

    I think this poster probably has a backlog like myself. There should be a way you can purge old pre-ds past a certain date. When I run the report its 90 pages long. This is far to big of a task to complete manually as listed in the admin response