Dentrix Ideas

Print Insurance Form With Procedures Completed For Patients To File

Our office recently stopped all participation with insurance plans and is now strictly fee for service. I would like, however, to be able to print out for our patients with insurance, as a courtesy, an insurance form that contains our office information and the procedures that were completed for their appointment for them to take home and file themselves. This would be as opposed to printing out a blank insurance form and having to manually fill it in. It seems like such a basic, simple thing to be able to do, however, it appears this functionality does not exist in Dentrix. There is not even the ability to customize a blank insurance form with the office information already populated into all the fields, so that only the day's procedures would have to be manually written for the patient. This would be a nice time-saver to develop.

  • Leon Gerard
  • Aug 5 2020
  • Attach files