Dentrix Ideas

auto attachments for electronic claims *need to be able to select which ones

Please add a way to approve which attachments are automatically selected to go with the electronic claims.  At this time we are finding that it is selecting the wrong things and we have no way to edit this or override except to just turn off the feature all together. Thank you.

  • Guest
  • Jan 22 2020
  • Already exists
  • Jan 22, 2020

    Admin response

    Please note that you can change the attachments after they have been added by going into the claim and selecting the button "include attachments." This will allow you to view and edit what was automatically attached. Additionally, the attachment requirements can be customized by procedure code and by insurance company. For example, if you know that a particular code for a specific insurance company does require an image - you can add these rules in the ledger through direct processing setup. This video may help!

    Also, please visit our Resource Center for more tips and tricks, or contact our support team for further assistance. Thank you for posting on the ideas portal!

    Resource Center:

  • Attach files
  • Guest commented
    22 Jan, 2020 08:11pm

    Please make a way to enable us to be able to approve which attachments are auto attached to an electronic claim before submitting. It is pulling probings that do not concede with the first probings taken before surgery, etc.