Dentrix Ideas

Allow us to select insurance subscribers from outside of the currently selected family.

Allow users to select any patient as the insurance subscriber/insured party. Do not limit to family members. Does not want to enter patients more than once for insurance purposes. [1685]
  • Guest
  • Jul 9 2019
  • Released
  • Apr 12, 2024

    Admin response

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  • Jill McDonald commented
    11 Apr 04:58pm

    The update that was just released is barely beneficial. We still have to add a subscriber as a non-entity and attach them to a family if they are a subscriber of coverage. We still are required to add people to our database that will never set foot in the practice with chart numbers assigned. Continue with your workarounds since there's a general lack of understanding for things work in an actual dental practice.

  • Michele commented
    15 Jan 04:31pm

    This would be extremely helpful!

  • Nicole Byrne commented
    4 Jan 05:34pm

    Yes please!

  • Susie Nosbusch commented
    12 Dec, 2023 05:52pm

    This would really help us keep the responsible party as the head of the account and still bill there parents insurance for example.

  • jarred seid commented
    12 Dec, 2023 04:21pm

    It would be a positive change for sure.

  • TRACY JOHNSON commented
    11 Dec, 2023 10:18pm

    When this is updated, we NEED to have tertiary insurance available as well. Many families have multiple coverages.


  • Jill McDonald commented
    11 Dec, 2023 10:01pm

    Did you know that ALL medical systems have "allowed" this for over 20 years? It is widely recognized that coverage is coverage and there obviously can be many different subscribers who do not live in the same household. The irony across all HS/Dentrix modules is wrapped in this 'gathering feedback' item right here (since 2019, really?!). Every user knows that the best practice in ANY system is to have no patient redundancies or duplicates (I used to write people up for it) and HS/Dentrix trainers will teach & preach about avoiding it. However, it is also widely known and taught that the ONLY way to function is to create duplicate patient accounts.

  • Kirsten Polete commented
    11 Dec, 2023 10:00pm

    Agree! We need to get this to happen. Having to add a person multiple times in Dentrix is a pain and confusing. We have families that like to be on thier accounts etc..but are insured under another person. We have divorced families that cannot and should not be on the same accounts, but have insurance through a parent/step parent. Trying to explain to a divorced parent that the ex still needs to be on thier account is had to explain when they don't even want to see thier name on the account.

  • Guest Guest commented
    11 Dec, 2023 09:39pm

    Henry Schein, it's almost 2024, technology is way too advanced for this to still be an issue.. Please someone make this happen!

  • Guest Guest commented
    11 Dec, 2023 09:36pm

    We have a lot of families with adult children still on their parent's insurance. not having to add the adult into several different "families" for each of their children would be a lifesaver.

  • Timothy Wall commented
    21 Aug, 2023 05:33pm

    This would be extremely helpful when having a patient that wants to receive their own statement in the mail, but they are not the insurance subscriber

  • Andrea H commented
    30 Mar, 2023 04:04pm

    Dentrix is so late to the game. Eaglesoft has had this option forever. It's absurd that you have to link patients to the same family file in order to use the same insurance. This has been on request for years and should be a very simple fix, especially if other dental software has already done the legwork....

  • Guest Guest commented
    8 Sep, 2022 05:24pm

    How has this not been added yet?? This request is three years old! This needs to be an option. I just had a family come back to us after a few years and 5 children are aged into their own family files. The mother, who is also a patient, is the subscriber so she is currently in our system 6 times. There isn't even a way to filter out non-patients when doing a patient search so you'll see her listed 6 times and my staff will have to look closely to make sure they are selecting the correct "patient". Disappointing.


  • Amy commented
    15 Feb, 2022 01:34pm

    Still would love to have this. When a patient (child) turns 18, by HIPAA standards, they should be transferred to their own account, but since most children are on their parent's insurance until they graduate college or turn 26, this creates duplicate accounts for the parent's that hold the insurance plan. When mom/dad switch insurance companies, this would also trickle down to the kids/other family members as well instead of having to go to each account and update (hoping you don't miss one along the way or they get married and change their last name). We really need this in an update soon.

  • Guest commented
    24 Sep, 2021 06:54pm

    Any update? This is a request that we have had for many years and an important feature for Dentrix. It makes no sense to have to have a FF for someone who is not a patient in the office just because they are the insurance subscriber. There should be a Tab in Ins setup asking for the Ins Subscriber information with an option to select a family member, an option to select from our patient database or enter new information. They should not have to be part of the Family. This also will eliminate the problem of having multiple accounts for the same name resulting in the wrong file being used for posting. Not everyone takes the time to make sure they are selecting the correct file/account. PLEASE give this some immediate consideration.

  • Heidi Ball-Kilbourne commented
    13 Oct, 2020 12:32pm

    Any updates on this?

  • Samantha Nei commented
    15 Jun, 2020 07:41pm

    This needs to be done ASAP. We have divorced families that cannot and should not be on the same accounts, but have insurance through a parent/step parent.

  • Guest commented
    2 Jun, 2020 10:32pm

    This would help keep down the number of duplicate appointments or the number of adult children on their parents' family file.

  • Keith Kennedy commented
    17 Jan, 2020 04:47pm

    It would be efficient to be able to use a patient for insurance from a family member that is not in a family file without having to add the family members together. There are families who are divorced who have an absent parent that carries the insurance for kids and should not be listed as part of the family file. Some of the people that hold insurance for the kids but are not a part of a household are also patients and need to be listed as their own account guarantor on their own account. This would alleviate having to enter a patient twice in our system as an active patient for their own account and non-active to the family file the provide insurance for. This gets too confusing and is too much work to enter. Give an option to search for any patient to use as an insurance subscriber for a patient on that account.

  • Guest commented
    4 Dec, 2019 07:40pm

    Please hurry up and make this happen. This software is very limiting for the cost. 

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