Dentrix Ideas

Update insurance coverage without changing old insurance claims in Ledger history.

When a patient comes in with a new dental insurance, It seems that when you change the insurance information to the new coverage, it changes the old claims that are in history (ledger) to the new insurance coverage. It should not change insurance name once the claim has been paid for. We should also be able to re-send the claims after changing the coverage.
  • Guest
  • Jul 9 2019
  • Likely to Implement
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  • Guest commented
    5 Apr 08:24pm

    There is also a problem with the stupid missing tooth clause and insurance's policy of paying if the patient's extraction was covered by prior insurance. Yes, it was covered by a prior insurance, but we can't tell you who the insurance company was or how long the patient has used them. Not any more, anyway...

  • Guest commented
    6 Aug, 2019 01:36pm

    AGREED!!!  Need to have a place for effective date and termination date!  Then you can look back at what people had previously.

  • Guest commented
    9 Jul, 2019 04:20am
    If an office go paperless, we should be able to see what insurance coverage a patient had in the past.
  • Guest commented
    9 Jul, 2019 04:20am
    I AGREE!!!!!!! Previously billed and closed claims are being overwritten when an employer changes dental carriers. This is unacceptable. It becomes impossible to track when the insurance changed, who was the ACTUAL dental insurance at the time of servie and who we actually billed for the service. Please switch it back so that the ledger and claim history CANNOT be altered and will show which insurance company th more This is unacceptable. It becomes impossible to track when the insurance changed, who was the ACTUAL dental insurance at the time of servie and who we actually billed for the service. Please switch it back so that the ledger and claim history CANNOT be altered and will show which insurance company the claim was actually sent to and whom we received the payment from
  • Guest commented
    9 Jul, 2019 04:20am
    This is a bigger problem than you think Ryan ! To join plans I have to get everyone out of Dentrix HA this is impossible during wrk hours. So i do not want to stay after wrk or thru lunch. The simplest thing is to allow updates without changing history!! Why can this not be done ? with all you can do this seems so simple of a request
  • Guest commented
    9 Jul, 2019 04:20am
    Anonymous and Sarah are correct! It is impossible during the day to shut down dentrix on all the stations. It seems that this should be an easy fix to allow updates without changing history. THE DATA IN HISTORY SHOULD NEVER BE CHANGED!!
  • Guest commented
    9 Jul, 2019 04:20am
    The only way to tell what the initial insurance was, is the ppo discount that might be on the old claim. That will not change after the month has been closed. Insurance names shouldn't be altered once month end has occurred.
  • Guest commented
    9 Jul, 2019 04:20am
    I have never seen the original claims have the insurance carrier changed. I very often look back to see what the patient used to have and I do this by looking at old claims.
  • Guest commented
    9 Jul, 2019 04:20am
    I ran across this issue when I was checking on the status of outstanding claims and was told the patient didn't have coverage with them at that time. We had a new employee that misunderstood how to update/make changes. (The easiest way for me to fix the problem at the time was to change it back to the original information. Add the new plan and join) For example: If the current insurance company for the employer is United Concordia. Then employer changes to Metlife. If you keep the same plan attached to the subscriber/patient and just update the company name, address, phone, etc. and click change for all then it will update all claims including claims in history for anyone in dentrix who is attached to it. This feature can come in handy when an insurance company has a change of address. You can change the info and click add as a new plan instead of change for all, but there were a couple of times where I used this option that a "glitch" would happen and the treatment plan would be incorrect or not read that the patient had insurance at all. When I called dentrix they verified the options and settings were correct and then had me to delete it and set it up from scratch. It then worked perfectly. I am more comfortable clearing out the old, setting up the new, and joining. There is one situation one might not want to join plans based on the employer alone. Employers can offer more than one PPO plan from different insurance companies. I know of one employer who offers a plan with Delta PPO and Cigna PPO. I do understand the concern for history. There are alot of options/features we all would like to see implemented in the insurance area. Especially for those of us who have to spend so much of our time to refer back to notes, research, and look in patient history to see if someone is eligible for a service. The payment table is a really nice feature I love but doesn't resolve all situations especially with resin fillings. Maybe one of the options could be to set a plan as inactive for an employer and have the option to view only active plans. I have seen where an employer will be with Delta then switch to BCBS then go back to Delta. Same coverage and group number as before, so all that needed to be done is go right back to using Delta without all of the set up. Another possible option could be to see history changes to a plan like appointment changes and when changes are made it would update the date in the last updated field. Just my own experience and thoughts....
  • Guest commented
    9 Jul, 2019 04:20am
    Here is an example: Claim was sent to batch, we printed the claim and found there was no insurance ID# on the claim. We deleted the claim. Re entered all of the insurance information and then rebatched the claim. All information was accurate on the claim. Then we went back in and cleared the insurance because the patient has recently termed. This changed the claim in batch!!! It drops the insurance ID # everytime! We work with mostly state paid patients and the coverage is changing constantly!
  • Guest commented
    9 Jul, 2019 04:20am
    Sending claims after changing coverage would be fantastic. When the claim goes into history it is a pain to try and send with new ins info. Seriously patients are never up on their ins. They will bring in new info 2 months after you have billed the old ins.
  • Guest commented
    9 Jul, 2019 04:20am
    This would be a great idea. Several patients came in in December and then again in January and the December claim is on the insurance aging report as the NEW carrier not the old!! The way the program is written now is creating incorrect information, causing issues as far as clarification on claims history, claims aging and on the patient ledger. VERY frustrating.
  • Guest commented
    9 Jul, 2019 04:20am
    Ledger currently shows billed amount to reflect how much was sent off but after insurance payment is paid and entered it should convert to actual payment made.
  • Guest commented
    9 Jul, 2019 04:20am
    Love this idea. The old software we had left all previous claims with the provider they had at the time of service. We could either remove that insurance and create a new one with the new provider or we could write over the current one & previous dos were left alone. The way we are doing it in Dentrix now is not efficient and causing problems. Operative and hygiene are creating treatment plans for individuals that don't have current coverage. We may have a 100 people attached to that particular plan so we mark it DO NOT USE. To the best of our knowledge if one member from Employer A comes in and we change that 1 employee IT DOES NOT UPDATE The other 99 or so until they make an appt or come in. A patient can slip in at the last minute or call for info & the information hasn't been updated.... They are given incorrect info. yuck!
  • Guest commented
    9 Jul, 2019 04:20am
    When a patient's insurance changes to a new plan, there should be an option to delete prior predeterminations from the old insurance company or at least a pop up that reminds you that the predetermination is from an old insurance and estimate may be incorrect.
  • Guest commented
    9 Jul, 2019 04:20am
    It will be helpful to most providers to have the updated fee schedules loaded automatically or have a way for us to have them downloaded to validate eligibility
  • Guest commented
    9 Jul, 2019 04:20am
    It is confusing when previous ins coverage disappears because it is replaced with new info. One cannot tell to which carrier a claim was submitted (without looking up the hard copy EOB or doing some kind of screen save to Doc Ctr...that most people will NOT remember to do). There needs to be an option of "SAVE INSURANCE INFO" anytime carrier is changed
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