Dentrix Ideas

Adding copy of primary EOB to Secondary Insurance when entering batch insurance payment

There should be a way to access the secondary insurance claim instantly that is created when entering the primary in batch payments so that the primaries EOB can be attached. As it is now you need to complete the batch payment then go back and find the claim to attach the copy of the EOB

  • Guest
  • Jul 28 2020
  • Released
  • Jun 29, 2021

    Admin response

    This feature is now available in G7.5. The update is available in the Dentrix update manager. To open the update manager, click Help in any module | About Dentrix | Check for Updates.

    To use the feature, eEOBs and automatic attachments must be enabled. EOBs that are saved as "electronic" will be automatically attached to a secondary claim.

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  • Erin Methven commented
    5 Oct, 2020 05:18pm

    If you search for the patient after posting the primary payment, you can then pull up the secondary claim into the Batch Payment module the same way a primary pulls up. Still an extra step but you don't have to wait until you have posted all of the primary claims this way. Hope that helps :)