Dentrix Ideas

Add a third insurance (tertiary) for a patient.

Add the ability to set up a third (tertiary) insurance in the patient's Family File, and even a fourth (quaternary). This is increasingingly important because so many people are picking up Aflac's supplemental insurance. This is also needed for when a child's parents are divorced and have remarried, and both parents and/or step parents have insurance coverage for the children.
  • Guest
  • Jul 9 2019
  • Gathering Feedback
  • Oct 25, 2024

    Admin response

    Thank you all for the feedback! The ability to capture & document tertiary insurance is scheduled to be developed shortly.

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  • Nelle Pedersen commented
    26 Mar 04:24pm

    When is this expected? 1.5 years ago you said it is "Scheduled to be developed shortly".

  • Guest commented
    19 Jan 04:59pm

    "Scheduled to be developed shortly" over a year ago... any update on this? Have multiple patients with complex insurance situations due to requiring medical to be billed, then dental, then spouse's dental!

  • Mandi H commented
    8 Jan 01:31pm

    How has this not been implemented yet!? It has been asked for, for YEARS and is pertinent! Updating the family file and other nonsensical stuff ahead of this ridiculous. Come on Dentrix! LISTEN to the offices that are desperately requesting this be done and please do it!

  • Guest commented
    7 Jan 03:43pm

    This would be very helpful. I had actually requested this over 10 years ago.

  • Bre L commented
    6 Nov, 2025 08:46pm

    This would be a GREAT addition. Right now submitting tertiary insurances is so time consuming because it all has to be done manually. It is very common for people to have three insurances.

  • Rachel F commented
    21 Oct, 2025 05:18pm

    ANY updates???? This should be at the top of the list, not re-inventing the family file!

  • Guest commented
    14 Aug, 2025 06:45pm

    Any updates on this?

  • Guest commented
    24 Jul, 2025 02:22pm

    There needs to be a way to be able to add a third insurance on file for patients. We have several patients with 3 insurances and we are only able to bill 2 and they end up switching offices because we are not able to bill for them. Please fix this issue!!

  • Shefali Gupta commented
    7 Jul, 2025 07:42pm

    i have dealt with all different kind of software including new and old ones. But Dentrix seems like a JOKE compared to most other software out there!!

  • Guest commented
    5 Jun, 2025 08:37pm

    Feature is been requested by the customers

  • Melissa Miller commented
    5 Jun, 2025 02:56pm

    Please add the ability to input additional insurance plans, even if Dentrix doesn’t support electronic submission for them. This would allow offices to manually print and mail claims while still tracking them within the system. Currently, there’s no way to enter a 3rd, 4th, or 5th insurance policy, which creates challenges—especially for patients with complex coverage setups. For example, some federal plans require billing the medical policy first for dental-related benefits, followed by the dental plan, and possibly a third plan through a spouse. Without the ability to enter and manage multiple policies, it becomes difficult for offices to accurately bill and retain patients who rely on layered insurance coverage.

  • Brian Travers commented
    9 Apr, 2025 04:43pm

    Please also work on calculating the secondary insurance coverages into the Treatment Cases. Adding insurance is great, but if it doesn't calculate the coverages correctly, then it just creates another issue.

  • Guest commented
    24 Mar, 2025 05:58pm

    This has been in development since 2021. When are we to expect the ability to create tertiary insurance on Dentrix?

  • Kristina Fredrickson commented
    5 Mar, 2025 02:56pm

    Please add this option to Dentrix! This would save so much time for the office staff!

  • Guest commented
    15 Jan, 2025 04:22pm

    This has been an issue since Covid-19 when so many families had their adult children move back home and never moved out. The adult children carry their own insurance and are also covered under the parents insurance. Soon it will be four insurances' or more!!!

  • Guest commented
    31 Oct, 2024 01:25pm

    any way to make it so insurance companies can realize that Health Smiles and NIHB are always secondary to private insurance. With Sunlife we have to delete the SS insurance - send the claims, delete the claim and then reenter the SS and then make up new claims

  • Cheryl Wilkinson commented
    25 Oct, 2024 11:12pm

    Wondering why Dentrix is falling so far behind the times........ It says 'in development' since 2019

  • Guest commented
    25 Oct, 2024 04:13pm

    Yes please this would be so helpful. We have been waiting on this for so long the family dynamics has changed greatly and Dentrix really needs to be on board blended family carry multiple insurance I have seen up to 4


  • Sofia G commented
    24 Oct, 2024 12:48pm

    The admin response for this was 2021. Please Dentrix, can we have an update for dentrix to address this issue? Thanks

  • Guest commented
    8 Oct, 2024 05:26pm

    Think would be a great feature to add.

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