Dentrix Ideas

Option to mark Insurance Benefit Year Max Met when posting Insurance payments.

It would be nice if there was a box to check when posting Insurance payments, if the patient has met their annual maximum (Per the EOB). This box, when checked, would then create a noticable alert in ledger, family file, and the tooth chart, to aid in giving patients more accurate information about their dental benefits and estimated co-payments when scheduling appointments. This would be especially beneficial when patients have received care at another office.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Attach files
  • Guest commented
    30 Nov, 2020 04:47pm

    This isn’t a feature yet either. There’s a way to do it, but it’s always been there, just not where they want it—it takes a few clicks.

  • Guest commented
    12 Jun, 2020 04:17pm

    Same with this one.

  • Guest commented
    9 Jul, 2019 04:31am
    That would be handy. When you get into the last quarter of the year some patient's benefits are maxed out. A readily seen alert would be helpful to let patient's know and give them the option of waiting until the new year.
  • Guest commented
    9 Jul, 2019 04:31am
    This is an awesome idea and would be great at a glance for everyone in the office to let the patient know they are maxed out.
  • Guest commented
    9 Jul, 2019 04:31am
    I agree this would be great! Right now what I do as a work around is to create a flag and set it to pop up on "create new appointment". An extra step but it works
  • Guest commented
    9 Jul, 2019 04:31am
    this would be a great idea, especially towards the end of year. The patient dental maximum is already entered, we have a running tally of treatment but no warning if a patient has maxed out benefits. We can look at the family file but when scheduling who wants to take the time to switch back and forth between schedule and family file to see if a patient has maxed out. A pop up alert would be so beneficial in the appointment book when scheduling someone who has exceeded their benefits.
  • Guest commented
    9 Jul, 2019 04:31am
    this would be very handy, it's so easy for a patient to max. A pop up would benefit everyone from scheduling to clinical to patient. Takes the guesswork out of adding up in the ledger.
  • Guest commented
    9 Jul, 2019 04:31am
    It would be helpful if we had a field to enter a dollar amount for benefits "held" towards a benefit max. For example, when we refer for a root canal, we could put in the dollar amount that should pay by insurance to be held towards the maximum. This would be an alert to possible benifits used when another office is involved and allow us to track this. When we receive a report from the other office we could then update the benefits used and apply this to the maximum.
  • Marg commented
    9 Jul, 2019 04:31am
    You can manually update the insurance maximums/ deductibles already if the patient has had care outside of the office.
  • Guest commented
    9 Jul, 2019 04:31am
    I want to present 2 tx plans to patient. what is remaining for 2015. Then new plan for 2016 benefits
  • Guest commented
    9 Jul, 2019 04:31am
    Yes, PLEASE. Having a visible flag when a max is reached would be a huge help.
  • Guest commented
    9 Jul, 2019 04:31am
    When we post an insurance payment that indicates the deductible is met, there should be away to indicate in dentrix that the deductible has been met, without posting it on the payment screen and adding it in their family file.
  • Guest commented
    9 Jul, 2019 04:31am
    We need a way to mark a patients insurance as maxed out (some patients max out with a specialist and our dentrix wont see that), however it would need to automatically reset at the new calendar year.
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