Dentrix Ideas

merging an entire group of patients from one insurance plan to another

If a company changes their insurance plan, it would be so helpful to be able to mass move all the patients who work for that company to the new insurance plan instead of having to individually change each patient. For example, if Pepsico changes their insurance from Met Life to Aetna, I would like to be able to choose all patients who have Pepsico, change the insurance and have it change all patients with Pepsico as their employer.

  • Guest
  • Mar 4 2020
  • Already exists
  • Mar 5, 2020

    Admin response

    Thank you for the recommendation, we do have ways to create and or join plans, that can aid in the request.

    For steps on how to do this, we encourage you to contact support at 833-471-2273.

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