Dentrix Ideas

Add a "Claim Center", a one-stop location for all claim related reports and processes.

Would like to see a claims center so that we can see all batched claims, open claims, deleted claims and open preauthorizaion claims without having to run reports. Also, would like the "Batch Claim" button in the claim center, as well as a "Batch Pre-Estimate" button, this would elimate having to delete claims after e-filing (office manager gets way too cluttered when a lot of claims are sent ) (2043)
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    Thank you for the idea!
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  • Chase Elliott commented
    23 Aug 10:07pm

    A claims dashboard!!!!!!!!!! Change healthcare does live claim statusing you are partners with them why has the bridge to dentrix showing exactly where the claim is in the processing cycle for payment not been built. This is why another platform in less than a year has eclipsed your claims and eservices platfrom. They lack ONE thing you already have and another you already have access too! You should have had this YEARS ago as I have been saying. Call me if you want my input I will gladly give it to anyone willing to listen!


    Chase E.

    Smilebuilderz

  • Guest commented
    8 Nov, 2019 01:50am

    Has anything happend with this yet? This was suggested a while ago, just wondering if any resolutions have been found?

  • Guest commented
    9 Jul, 2019 04:29am
    would like to track pre autherizations - If pt has schl'd apt or not once recieved
  • Guest commented
    9 Jul, 2019 04:29am
    in many instances our patients are given more that one choice as treatment plan and they decide to wait for insurance predetermination of benefits before making a decision. My front desk is sometimes too busy at the check out time and they forget to create and batch the predeterminations for the procedures on the treatment plan. We would like to have the freedom to select certain procedure codes and as soon as we treatment plan those procedures the Dentrix software will automatically create and batch a predetermination, or at least get a pop-up window at that time asking if we want to create and batch the predetermination. Front desk people keep forgetting this important step and customer get very frustrated when they call us in 4 weeks and find out the INS predetermination was never sent.
  • Guest commented
    9 Jul, 2019 04:29am
    Have your font desk look at the ledger and treatment plan before the patient leaves this will allow them to book future appt's such as SRP or crwns it usually takes 2-3 wks for Pre-D from ins. company. I hope this helps
  • Guest commented
    9 Jul, 2019 04:29am
    Have your font desk look at the ledger and treatment plan before the patient leaves this will allow them to book future appt's such as SRP or crwns it usually takes 2-3 wks for Pre-D from ins. company. I hope this helps
  • Guest commented
    9 Jul, 2019 04:29am
    Have your front desk look at the ledger and treatment plan before the patient leaves, this will allow them to book future appt's such as SRP or crwns it usually takes 2-3 wks for Pre-D to come back. I hope this helps
  • Baynon commented
    9 Jul, 2019 04:29am
    We do what you suggest, however when staff has a billing question, the 1st thing they must do is open the LEDGER + HISTORY option to see the big picture to help understand which claims are linked with which visits etc.... This is where my above suggestion would help them out.
  • Guest commented
    9 Jul, 2019 04:29am
    I would like to see Dentrix have a feature to generate claims on patients that i forgot to generate claims for, i.e. I sent out my eclaims for the day and after the fact, one patient that the DDS had to write up the chart for is given back to me. I then enter the claim, and I forget to generate a claim for that patient. Is there a report I can generate for patients that were charged out but no claim generated? Most other dental programs that I have worked with such as Dentech and Denticon can attach that day's insurance to the charges not just the insurance fees. For example, lets say 07/01/14 the patient had Delta dental and I charged out the procedures. I then realize on 08/01/14, I didn't generate a claim for that date of service but the patient's plan has now changed to Aetna dental. If I now genrate a claim for that patient, the claim will be under the new plan Aetna and not the plan that I charged the procedures to, Delta dental (although, the fees will stay under the Delta fees as I originally charged). *Is there a way to set up Dentrix so that it can generate the claim under the original insurance plan? Iv'e been testing it out on a couple of accounts and it doesn't seem to do that. Also, lets say the patient didn't have insurance 01/01/14 and I posted procedures for that patient that day. But on 08/01/14 the patient has Aetna and I forgot to create the claim on this day. If you had a feature like I asked for in paragraph #2, then I would not want a claim generated / created for 01/01/14 when the patient didn't have insurance coverage. A few other features that I would like to see in the ledger is seperate running totals in the ledger. Denticon and Dentech has seperate columns so I can see that particular day the total charged to the patient, what we expect from the insurance per procedure, what the patients co-pay is per procedure, and a running total balance for each procedure. All Dentrix does is have the amount charged and running total. I always have to click into the claim to see what was expected but it doesn't tell me what was expected from the primary and the secondary coverage. When I post insurance claims for patients with dual coverage sometimes, if the primary carrier pays $0, that expected total amount gets dumped to the patients account and is not suspended. Why can't there be a field asking me to dump the rest of the expected insurance amount to the secondary coverage before it goes straight to the patient. Another problem is when I charge out patients with dual coverage and a procedure like Bitewings will not be covered in the ledger, when I override the insurance so both plans pay nothing / $0, Dentrix still calculates coverage for it. The statements tracking is terrible. I don't understand why when I generate a statement it is not logged in the ledger *it just has last statement date on the bottom of the ledger. The other programs I have used has logged the amount that was on the ledger and the date I generated the statement and posts it in the ledger. I can see each and every time I generated a statement for that patient. This will help me because when patients do not pay their bill and they have multiple statements / walkout but, they still had insurance to be processed which to the present date now their balance has changed because of it, I can't explain the previous statements. Lastly, why can't the flash alert just be inactivated. Again, with the previous programs I have used, I can simply inactivate the flash alert and it turns grey. If I need it for future reference I can read it or if I need to reactivate the flash alert, I can do so. There may be a way to do all these things which maybe I was not trained properly to do so and if that's the case, please enlighten me. Thanks!!!
  • Guest commented
    9 Jul, 2019 04:29am
    I forgot to ask if there could be a feature when posting insurance payments, there are codes we could enter into Dentrix, i.e. the number 20 code would stand for $50 ded not met and the number 30 code will stand for treatment limited to 1 every 12 mos, etc. That way, when I'm posting the payment for each procedure, I can choose a code for that procedure line based on how the insurance paid out. Other than that, I'm constantly typing out the remarks on the claim so if a patient asks about why they have to pay so much, the codes and their remarks automatically shows on the posted claim. My hand is about to fall out because of the constant typing and clicking of the mouse with this program (again, the other programs I have used could do that). Correction to my previous comment today, when a statement is generated the ledger sometimes, not all the time, states balance forward so it gives me an idea but, it doesn't do it all the time. Thanks again!
  • Guest commented
    9 Jul, 2019 04:29am
    If there were a report that could be run to tell any claims that may have been batched but for some reason not actually submitted, it would prevent any delays in processing of this claim. At this time we are unable to locate these claims until the aging is run, with status notes at 30 days.
  • Guest commented
    9 Jul, 2019 04:29am
    but does the software have a built in feature allowing the end user to check the status of the insurance claim. For example, in Kodak's software you can select the claim in question and request to see the status. The software then takes the end user to an insurance interface. The interface displays the member's info and itemized claim and payment for each item.
  • Guest commented
    9 Jul, 2019 04:29am
    Pretreatment authorizations should be able to be used for billing. You've already put the time and effort into the attachments and there should be a way to enter the date of service and use these for electronic billing for companies that want a new billing for services (and require supporting narratives, photos, and x-rays). Then we don't have to waste time repeating our efforts.
  • Guest commented
    9 Jul, 2019 04:29am
    Some other programs like Paradigm Dental software allow you to see a day or two after a "Claim Acknowledgment" what the patient is covered for. Dentrix just tells you that was acknowledged and that's it. We should be able to receive a description of the coverage after the claim was received.
  • Guest commented
    9 Jul, 2019 04:29am
    Report that will show pre treatment estimates accepted or rejected by insurance.
  • Guest commented
    9 Jul, 2019 04:29am
    You should make a feature that allows you to creat/batch insurance claims for "procedures not attached to insurance" for codes that don't require attachment for the day set forth or dates set fourth
  • Guest commented
    9 Jul, 2019 04:29am
    When batching a claim with pre-treatment estimate claim number from the insurance company entered, the system still flags for attachments, which were already done when previously filing for pre-treatment estimate. Then it still prints out the warning on submission summary and reports. Could Dentrix claim system be made to recognize the PTE authorization number entered in the claim attachment box, so the submission won't have the warning?
  • Guest commented
    9 Jul, 2019 04:29am
    It would be great if there was a way to delete all pending pre-authorizations for archived patients.
  • Guest commented
    9 Jul, 2019 04:29am
    At the end of the day face problem of sending large # of Batched claims that include an attachment, and just want to send only claims that have an attachment vs those that do not have an attachment. Because if my day is too busy and unable to get to those attachments for the claims at least I can get out the unattachable claims the same day (as there is typically a lot of verification done on the claims with attachments and take more time for us to prepare).
  • Guest commented
    9 Jul, 2019 04:29am
    I just asked this same question. The only thing the rep told me to do is run an insurance aging but how far back do I need to go to be sure this problem is corrected?!
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