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
  • Planned
  • Jul 9, 2019

    Admin Response

    Thanks for all of the feedback regarding this feature. We are currently planning to include this in a future Dentrix release. More updates to follow.
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  • Guest commented
    09 Jul 04:37
    We are having more and more patients with 3-4 insurances. We would like it if you can make it possible to add up to 4 insurances.
  • Allison commented
    09 Jul 04:37
    Does anyone have a solution for this? Or offer any suggestions and what they do since this is not a feature with Dentrix still?
  • office@SLSdds.com commented
    09 Jul 04:37
    We have been asking for this for 10 plus years, what is the delay in getting this done?
  • mcdpendleton@gmail.com commented
    09 Jul 04:37
    When is this going to happen? We have so many patients with 3 or 4 insurances! It can't be that difficult to add another one
  • Kristie commented
    09 Jul 04:37
    When can we expect the update for Dentrix to have the ability to bill tertiary insurances?
  • Stephanie commented
    09 Jul 04:37
    I haven't had to deal with this before but it's going to be a pain to have to delete and re-enter every time I need to submit to the pt's third insurance carrier.
  • Unknown Unknown commented
    09 Jul 04:37
    I agree with all the comments, over 3194 votes....Dentrix needs to move on this ASAP, Please! We just had another patient today with a third insurance. We have to create manual files to follow up on families with 3 and 4 insurances. Please update us as to the expected date to see this in Dentrix.
  • Lynne commented
    09 Jul 04:37
    Adding the capability to add a 3rd insurance has been being "researched" for 4 years and has over 3000 votes. This is absolutely necessary with all of the blended families in todays world. It is ridiculous that this has not been implemented in an update!!
  • Guest commented
    09 Jul 04:38
    With blended families and health insurance covering preventative services, not only is it necessary to have the ability to have multiple insurance plans, we also need effective dates for each one. I worked with a medical software 15 years ago that had the ability to track patient's insurance based on dates of service and effective dates so you didn't lose the historical records of past insurance policies. If they have the ability to do that15 years ago, Dentrix should have the ability. Please add not only the ability to list multiple insurance plans but we need Dentrix to be able to determine which insurance to send the claim to based on effective dates and dates of service.
  • Guest commented
    09 Jul 04:38
    This isn't only a good idea, I think it should be mandatory for this to happen. If one ever got audited, patient's ledgers would not be correct as to what money was received from what company! I think the way this is right now it is on the verge of being fraudulent. It is an accountants nightmare. I have several with three insurances and some with up to five, where there are step parents involved and patient having status and or accident insurance.
  • Unknown Unknown commented
    09 Jul 04:38
    Yes this would def comes in handy! Please add it!
  • SV commented
    09 Jul 04:38
    I am seeing more patients that have more than two insurance coverage. It would be nice to have the option to be able to add more than just two insurances.
  • Unknown Unknown commented
    09 Jul 04:38
    I am seeing more and more patients with three insurances, it would be awesome if there was a way to file a tertiary insurance.
  • terran.ccoledds@gmail.com commented
    09 Jul 04:38
    Would like to have a 3rd and a 4th insurance section. We have many now especially with adult children still on their parents insurance.
  • info@gmdental.com commented
    09 Jul 04:38
    This would be wonderful!!
  • Unknown Unknown commented
    09 Jul 04:38
    Allowing for a third dental insurance added to the patients account
  • Tammy commented
    09 Jul 04:38
    This would be fabulous! It is so time consuming to bill third and fourth insurance claims! Because of that, I am very familiar with which families this applies to and I cringe whenever they come in, knowing what awaits.
  • Unknown Unknown commented
    09 Jul 04:38
    Any Movement in this? This is obviously very common and is creating issues. Federal employees often have 2, then are covered under their spouse who also had 2; blended families; all the reasons everyone else has stated.
  • Unknown Unknown commented
    09 Jul 04:38
    Who wants to file tertiary insurance? Secondary insurance barely picks up any balance a 3rd definitely isn't.
  • info@gmdental.com commented
    09 Jul 04:38
    Great idea!
  • dr g commented
    09 Jul 04:38
    There is also 1 other consideration aside from Indemnity plans such as AFLAC, there are Dental Riders attached to Primary Medical that need to be billed and either processed or denied before the claims can be sent off to Primary and Secondary Dental and also then following indemnity plans Such as the aforementioned, AFLAC coverage.
  • Michael Kapner commented
    09 Jul 04:38
    I have a growing list of patients who have more than one primary insurance plan. Currently, there is nothing I can do in Dentrix to manage this situation. We should be able to store as many insurance carriers per patient as needed and then designate each of them as primary or secondary. We could then choose between primary carriers and be able to submit electronically for the patient as a primary claim. My staff got this wrong and stored the patient's second primary plan as their secondary insurance. After receiving the primary EOB, they generated a secondary claim, which was all wrong and caused many issues.
  • Unknown Unknown commented
    09 Jul 04:38
    Please add the ability to have the option on adding a third insurance company on the patients family file!
  • Terry Mason commented
    09 Jul 04:38
    Yes this would be extremely helpful! I have a patient that came in today with 3 insurances - "juggling" the plans and payments is not the best way to keep everything clean in my opinion.
  • contactus@westerlydentist.com commented
    09 Jul 04:38
    any ideas??
  • Unknown Unknown commented
    09 Jul 04:38
    under a patient we need to have3 insurances- primary insurance . 2nd insurance and 3 insurance. Also to be able submit a claim not a Manuel claim and be able to keep track of the 3rd claim
  • Guest commented
    09 Jul 04:38
    Would love to be able to add atleast a 3rd place for insurance or even possibly a 4th. We have so many patients that have more than 2 insurances. This would be very helpful
  • Guest commented
    09 Jul 04:38
    Having a place where we can place three insurance when patient have them.
  • Steph commented
    09 Jul 04:38
    Add an additional insurance window to allow for tertiary insurance to be entered in. I worked wit Open Dental and that program had this feature and it was very useful when needed.
  • Guest commented
    09 Jul 04:38
    It is strongly recommended to add an option in Family accounts to be able to add a third insurance to the account. Many patients are getting additional insurance, including supplemental plans like Aflac. We have quite the number of patients with three insurances which makes it hard to trace, follow up, record, etc on for the third insurance.
  • Unknown Unknown commented
    09 Jul 04:38
    if you need to know how to allow up to 6 insurances per patient maybe you should look at our old primadent software which has had this option for over 10 years
  • Anonymous commented
    09 Jul 04:38
    have an area to put 3rd and 4th Insurance coverage
  • Robin Miller commented
    09 Jul 04:38
    We really need to have a way to bill three insurances without having to delete one and enter the third Plan
  • Teri commented
    09 Jul 04:38
    I have put this request on here SEVERAL times and I have also voted for it SEVERAL times over the last 15 years that I have used Dentrix. PLEASE ADD THIS FEATURE ON THE NEXT UPDATE! Our state Medicaid no longer accepts paper claims. This is a HUGE problem for our practice now since somehow many people qualify for Medicaid in our state and we have seen a rapid increase with tertiary claims!
  • Lisa commented
    09 Jul 04:38
    PLEASE DO THIS. I LOVE DENTRIX BUT IT NEEDS THIS FEATURE. MORE AND MORE IS IT COMMON TO HAVE "BLENDED FAMILIES" AND THIS FEATURE HAS BECOME A NECESSITY. I HAVE USED DENTRIX SINCE 1998 AND HAVE REQUESTED THIS FEATURE EVER SINCE. PLEASE LISTEN TO YOUR USERS AND ADD THIS FEATURE ASAP. ANY QUESTIONS, PLEASE CONTACT ME.
  • Unknown Unknown commented
    09 Jul 04:38
    patient is on parents ins until age 26, gets married and now on spouses ins or also a policy of her own. This is really needed! Thank you.
  • Guest commented
    09 Jul 04:38
    currently we have a few patient's with four insurances. I am trying to clean a mess up after a receptionist was let go and it is very hard to see who has actually paid the claim. Other programs can do this why can't Dentrix. I honestly believe that the way this program works could be considered illegal accounting.
  • Tammy commented
    09 Jul 04:38
    This idea was suggested in 2009 and has almost three thousand votes - is there an update on the status of this request? It would be very helpful!
  • Guest commented
    09 Jul 04:38
    eligibility needs to work for all coverage, including primary, secondary, and tertiary when it is developed and launched.
  • Guest commented
    09 Jul 04:38
    "Brad RoyerAdminBrad Royer (Dentrix Product Manager, DENTRIX) responded · February 17, 2014 This is a great idea, thank you for sharing it!" Yes a great idea in 2014, and still a great idea! When will this happen? Advised to delete info and then have to re-enter it! Not a good solution.
  • Amanda Honious commented
    09 Jul 04:38
    Easy Dental needs to implement the ability to enter a minimum of three insurances for all patients so that we may easily (and accurately) bill and treatment plan for all insurances.
  • Jennifer R. commented
    09 Jul 04:38
    It would be great to have the capability to have more than two insurances for a family or a patient. We have several patients that have 3 insurances.
  • periohawaii@gmail.com commented
    09 Jul 04:38
    While Admin has been apparently "researching" this much needed request for many years, I was advised by Dentrix support to enter the secondary ins payment in the ledger, then go to Family File to delete the secondary ins plan and enter the tertiary ins plan info under the secondary ins in order to send a tertiary ins eclaim. Once we receive and enter the tertiary payment, we have to remember to go back to Family File to delete the tertiary ins and re-enter the secondary ins. Not only is this ridiculously tedious, it does not allow us to keep an accurate ledger as both secondary and tertiary ins payments will no longer be linked to the originating insurance plans. Should a patient call to question the insurance payments, we will have to dig through paperwork or notations to give them an accurate answer. We finally decided to generate a paper claim for the tertiary insurance. This is absolutely frustrating because we are paying for G6 and should be able to send an eclaim to the insurance company no matter how many insurance plans a patient has. Let's get moving Dentrix!
  • Guest commented
    09 Jul 04:38
    This idea was posted in 2009 with over 2,500 votes. Can we get this implemented? How do we send a claim to a 3rd insurance otherwise please? Is there a workaround?
  • Guest commented
    09 Jul 04:38
    With more and more "mixed" families, or supplemental insurance , we have a large patient base that has 3 insurances (some have more). It would be a HUGE help to have more than 2 insurance options. Thank you!
  • Samantha Garcia commented
    09 Jul 04:38
    Currently we have patients under federal employment that have a dental plan plus medical covg with limited dental. We are required with some insurances to receive the denial or payment from the medical plan prior to sending to the true dental plan. In some cases , these patients also have dental through their spouse or other state funded program (for minors). Essentially giving them 3 coverages. At this time we are only able to put 2 insurances at a time, having the option to input a third insurance would be extremely helpful in this situation when patient is reluctant to pay when they expect all 3 insurances to cover.
  • Guest commented
    09 Jul 04:38
    Today I experienced what it is like to do a claim for a third insurance payment. What frustration! Please add this request to your next update.
  • Lynne commented
    09 Jul 04:38
    This request has been requested for years and should be a top priority due to the amount of requests/votes that it receives. When is Dentrix going to implement this???
  • Bridgette commented
    09 Jul 04:38
    Yes please!!
  • mcdpendleton@gmail.com commented
    09 Jul 04:38
    Why hasn't this been implemented? There is a HUGE need for 3 insurances!
  • Unknown Unknown commented
    09 Jul 04:38
    We need Dentrix to implement a system with the capability to file at least 3 insurances. We have several patients with 3 or more insurances.
  • Amber commented
    09 Jul 04:38
    There needs to be an option for 3 insurances to be put in maybe even 4!
  • Chris commented
    09 Jul 04:38
    It's ridiculous that this has not been added. It's desperately needed!!!
  • Chandra commented
    09 Jul 04:38
    You mist implement this! The ACA is now requiring many medical insurances to have dental riders, which means we almost always have to send claims to the medical insurance before sending claims to dental. I don't understand why this has not been implemented. Most office management softwares have the capability to add at least 3 insurances.
  • Unknown Unknown commented
    09 Jul 04:38
    This request is way over due. This idea was shared in 2009. Recently, I have experienced the 3rd insurance nightmare. We are truly begging DENTRIX to implement this in the system ASAP before we start losing patients and patience with this system.
  • dwarrendds_mary@yahoo.com commented
    09 Jul 04:38
    This request has been in "research" for at least five years. There are other threads with same requests and comments that may be even older. *PLEASE* implement this change. At least let us know where this is in research. Marian Lara
  • Cyndi commented
    09 Jul 04:38
    Has this been implemented yet? Is there a timeline estimate for when this will be added? I just had to hand write a claim for a patient with 3 insurance and I pray that it gets paid.
  • Susana commented
    09 Jul 04:38
    Yes Please! This is a solution to the problem we are being faced with of many patients having third and fourth insurance and no where to put them. It is difficult to try to keep track of where to place them. It would ease the continued problem of being reminded by patients that they have a third insurance. This would be a great added feature.
  • Guest commented
    09 Jul 04:38
    I currently have a patient that has four insurances and try and figure out his ledger is virtually impossible. He has insurance with his work place, his Dad's insurance, his Fiancé and his status insurance and to top it all off this is an accident claim that gets billed to the extended health. This also is an accounting nightmare because when you receive the payment for the 3rd or 4th insurance it is not actually showing which insurance you received it from as you need to receive as an additional payment. I am beginning to think this might actually be a legal issue in the accounting world. You own power practice and you could put plenty of insurances in that system.
  • Kristina commented
    09 Jul 04:38
    We want the ability to submit claims to 3rd insurance parties without having to be redundant in our steps to even create a claim. Most insurance companies aren't accepting hand filed claims. This needs to be incorporated ASAP.
  • Jessica Ghilarducci commented
    09 Jul 04:38
    omgosh why has this not been fixed yet! PLEEEEEASE HELP US!
  • Anonymous commented
    09 Jul 04:38
    This would be VERY helpful with Governement employees. We have to bill the Regence group...which only pays $5 ...so those patient ALWAYS have multiple plans
  • Guest commented
    09 Jul 04:38
    We should also be able to easily "switch" the order of primary, secondary, tertiary, etc. without having to delete and re-enter information in the event coverage was incorrectly entered or a coverage is no longer valid.
  • Unknown Unknown commented
    09 Jul 04:38
    ADMIN- where are we at with this? Is this a possibility soon? It looks like this has been in research mode for over a year. thanks
  • Unknown Unknown commented
    09 Jul 04:38
    It would be very helpful if dentrix had the capablity to file a third insurance. Some families have a third insurance, not many, but enough to make it a part of the dentrix software
  • Myrsaides commented
    09 Jul 04:38
    WHEN PUTTING IN A PATIENT DENTAL INSURANCE THE DENTAL OFFICE SHOULD BE ALLOWED TO ENTER AS MANY AS THE PATIENT PRESENTS WITH, IF A PATIENT HAS MORE THEN TWO COVERAGE THERE SHOULD BE A WAY TO ENTER EVERY ONE THAT THE PATIENT HAS DENTAL COVERAGE WITH. SOME MEDICAL POLICIES HAVE DENTAL BENEFITS UNDER IT ALONG WITH A DENTAL POLICY SEPARATE AND THEN IF THERE IS SPLIT FAMILY AND THE DAD HAS DENTAL COVERAGE WE SHOULD BE ABLE TO LIST ALL 3 DUE TO THE INSURANCE COMPANIES NEEDING THE OFFICE TO SUBMIT TO ALL THE INS COVERAGE'S
  • Michael Kapner commented
    09 Jul 04:38
    Titles should be something we decide (or not) to choose from a drop down menu. Suffix is a field that should be added. I don't really see the point of the salutation field at all.
  • Michael Kapner commented
    09 Jul 04:38
    I'd like to add that more fields are needed in the family file for patient information. Fields for Sr., Jr., the III, etc... so that senior and junior with the same name can be appropriately differentiated...
  • Guest commented
    09 Jul 04:38
    We currently have a patient that has four insurances. His account is a nightmare as partway thru the year insurances changed and now to figure out who has been billed and whom has paid is a nightmare. Receiving the third and fourth insurance as an additional payment is NOT satisfactory as you can't see which insurance company paid for it if it is not one of the two in the computer. In this day and age I really think this should be addressed. SOONER THAN LATER!!!!!!
  • Kimberly commented
    09 Jul 04:38
    I agree, it is such a waste of time and confusing when trying to figure out billing. And which insurance to bill in which order. We are reduced to reading a history of "notes" in the ledger which have the tertiary insurance info, but we have no real way of tracking what that insurance has paid or will pay (estimates). Please put this is the software!
  • Adrianne commented
    09 Jul 04:38
    This has been an issue for years now and with more and more insurance companies REFUSING paper claims our only option will be messy deleting of insurance and claims to switch out "secondary" and be required to rely on a person "remembering" to make the switches and do it correctly to avoid upset patients.
  • Ursula Englund commented
    09 Jul 04:38
    THIS WOULD BE A HUGE BENEFIT TO HAVE THIS OPTION.
  • Katie commented
    09 Jul 04:38
    I work in a pediatric dental office and we have many families with more than 2 insurances. It takes so much longer to switch the information back and forth continually or to manually enter it in.
  • renee commented
    09 Jul 04:38
    I have several patient with three or more insurances one guy has 5.. gotta apply a lot of white out on these insurance forms..:) this would be a great idea
  • Erin commented
    09 Jul 04:38
    This is a must! Every day we have more patients coming in with a third insurance due to all the changes in insurance. BCBS is now adding limited dental benefits that are embedded in the medical policy and requires that it be billed first before the regular primary/secondary dental insurances.
  • Elvia commented
    09 Jul 04:38
    This is a great idea...any suggestions on how to file with Tertiary with OUT having to do it manually...?
  • Unknown Unknown commented
    09 Jul 04:38
    THIS IS NECESSARY now with the new health care changes. Please do ASAP!!
  • Unknown Unknown commented
    09 Jul 04:38
    Now with Obama Care and some Federal Dental policies families have 3 insurances. Typacally the primary is just very basic so the need to utilize the other two insurances is needed for more major services. I have needed it in the past but Now like I said Obama Care has put this in an EXTREME need for us. Thank you
  • Deesha Wolfe commented
    09 Jul 04:38
    I think it would be a great idea. The insurance is hard to navigate as it is tied to the family file and can't be linked through individuals. I have a patient family that divorced and both the dads carry insurance and both the dads are patients. ???? yeah that means that I have to do one of those claims by hand written claim forms. That is ridiculous in this day and age. We have been requesting this for as long as I can remember.. Get Busy Dentrix
  • Michelle commented
    09 Jul 04:38
    Great Idea, I'm in for that
  • Anonymous commented
    09 Jul 04:38
    I will be surprised when this happens. I believe I requested this approximately 1 1/2 years ago when I learned Dentrix was updating. This program is not insurance friendly for families with more than two insurances. Thank you.
  • Kelly commented
    09 Jul 04:38
    Yes, this would be very helpful, we have to switch between the 2nd and 3rd insurance when submitting to the 3rd insurance, what a time consuming process.
  • Sheila Goodman commented
    09 Jul 04:38
    Our organization is considering other softwares that can handle more than two insurnace levels. Of course this is a great idea, now lets see it implemented into the next Dentrix update. Also, when are you going to have the ability to submit ALL claims (2nrdy, tierchary, ect) electronically. More & mopre insurances are requiring ECS.
  • Edith commented
    09 Jul 04:38
    it's really necessary and would save us so much time!
  • Lori Satterfield commented
    09 Jul 04:38
    thank you for considering, the insurance screen could truely use enhancements
  • Unknown Unknown commented
    09 Jul 04:38
    Yes we have so many patients with three or more insurances would be good to be able to set up all insurances.
  • Guest commented
    09 Jul 04:38
    We now have a family with four insurances. It would be nice to not limit how many insurances we can put in. Please don't tell me you'd never need to use all four cause yes indeed we do. With deductibles and plan limits this is a factor and is becoming more of a factor with blended families where both parents have significant others that have insurance. Having only two insurances is ludicrous in this day and age.
  • Anonymous commented
    09 Jul 04:38
    we would be very happy if you would soon add a 3rd and 4th space for dental insurance. as there are so many blended family's not it is very important to have this. Most other dental soft ware co's have this.
  • Guest commented
    09 Jul 04:38
    Marian, while I cannot give you a definitive yes or no, I can tell you that many people here in development believe that this idea is an important one, and it definitely has a significant user-backing. I can also tell you that every idea on this site is considered whenever an update is being prepared, (Sorry, I sound like a broken record) especially the ideas that have a large amount of user demand behind them. I will let you know the moment I hear anything on this idea. As always, thank you for your suggestions.
  • Guest commented
    09 Jul 04:38
    Thank you, Trevor, for your response. I was unaware that you had actully responded so quickly; I logged on to try to get information on another matter and decided to check this forum since I was already on the website. It's good to know what is involved in having an update implemented but your response didn't actually answer my question: *is* this suggestion being looked at for possible implementation? And if it is, where are you in the process?
  • Sandy commented
    09 Jul 04:38
    THIS IS A EXTREMELY IMPORTANT UPDATE. WHEN THE AFFORDABLE CARE ACT (ACA) BECOMES EFFECTIVE IN JANUARY 2014 MANY PATIENTS HAVE THE POTENTIAL OF HAVING 3 OR 4 INSURANCES.
  • Guest commented
    09 Jul 04:38
    I certainly understand the frustration that you're experiencing, but I can assure you 100% that any idea on this forum (especially the ideas with high vote counts) are considered when updates are planned. There are a lot of things that are taken into consideration whenever a suggestion is made, for example: 1.) The Demand for change. (Certainly not lacking on this idea) 2.) The amount of testing required. (Which, considering that this idea would require that all insurance calculations be tested thoroughly, and any and all reports that reference insurance would also need to be tested means that this feature would require an immense amount of testing.) 3.) The amount of programming required. (For this idea it's not as high as the amount of testing that would be required, but it's still quite high.) 4.) The effect (if any) that the feature would have on our customers (This can include anything from positive changes, such as decreasing the time it would take for you to submit your tertiary claims (Since you'd no longer have to hand-write the claim) to negative changes, such as increasing the time it takes to run reports since it has to pull more information. That's just a small idea of what types of things are considered when updates are planned. Our Analysts and Product Management teams strive to release features that would provide the greatest benefit to you, our customers. While having the least negative impact. That being said, I completely agree that it's not acceptable for an idea to sit around for 4-5 years without any update (aside from the original update thanking you for the suggestion), which is why in the coming months, we're aiming to be more active with the updates we provide on our ideas, informing you when an idea is being considered, and whether or not that idea makes the cut (and an explanation why if it didn't make it into an update) Hopefully through these changes we can help alleviate some of the concerns you mentioned in your comment.
  • Guest commented
    09 Jul 04:38
    So this request was made almost FOUR years ago with people asking for implementation since then. The last response (other than the canned "thanks for the suggestion" was August 19, 2011, and *that* response did not even address this request. It addressed filing medical claims. Are you even *considering* giving us what we need to do our jobs? Who do we need to talk to to get something done?
  • Guest commented
    09 Jul 04:38
    PLEASE, PLEASE, PLEASE do this. It is getting increasingly difficult to handle the additonal paperwork needed to file the thrid insurance. Marian Lara
  • Anonymous commented
    09 Jul 04:38
    let's get moving on this. been waiting for this update / additional functionality for a while now.
  • Jenny commented
    09 Jul 04:38
    Agree! This would be great, as we have many patients with divorced parents and step-parents with insurance coverage. Please add this feature!
  • Barbi commented
    09 Jul 04:38
    That would be great if Dentrix offered that feature!!! PLEASE PLEASE add
  • Unknown Unknown commented
    09 Jul 04:38
    Can anyone tell me how to add dual insurance for one patient. I'm sturggling!
  • Magnolia Dental commented
    09 Jul 04:38
    We have been begging for years to have this additional (simple) feature.... 10 years that I have been doing this anyway... We are actually considering changing software companies! It has become so frustrating that we have ALL had to resort to begging for this simple feature and the only response that we receive is: "That is a great idea, thank you for sharing it.". I would rather not even receive a response, as the lame above noted comment is very be-littling!!!!!
  • Miranda LaSha commented
    09 Jul 04:38
    This is so commonplace, I do not understand why this is not a feature already! We should not have to go in and delete an insurance in order to add a third just to delete to put the other back in. Nor do I want to have to hand write a claim when a programmer could easily add this feature. Nonsense! I work in a small office and I am the ONLY front desk person so I do not have time for that type of stuff!
  • Guest commented
    09 Jul 04:38
    Is this in the works? This is becoming needed more frequently than ever.
  • Magnolia Dental commented
    09 Jul 04:38
    We've been requesting this for years. Continues to fall on deaf ears unfortunately!!! Maybe the Dentrix software team should attempt our jobs for 1 ( just one day). Maybe that would light the fire to get this simple update/ request initiated!!!
  • Unknown Unknown commented
    09 Jul 04:38
    This is a great, I'm now doing them all by hand, which just makes more paperwork.
  • Terra Westerholt commented
    09 Jul 04:38
    You can add Medical Insurance by opening the Family File, double clicking Primary Insurance to open it up and then click on the Medical Tab to add the Medical Insurance. Once you have added Medical Insurance to this patient when you create a claim and have it opne you will have the option of selecting "Create Medical" (next to creat secondary). You do have to have the cross coding medical codes to activate this option. But it works great!
  • Guest commented
    09 Jul 04:38
    We need to be able to put in Medical Ins and only have it be billed as needed.
  • ALEXA commented
    09 Jul 04:38
    I SEE THAT SOME OF THESE COMMENTS GO BACK ALL THE WAY TO 2009! WHY HASN'T THIS ISSUE BEEN ADDRESSED YET??? VERY, VERY FRUSTRATING AND TIME CONSUMING!!!
  • Edith commented
    09 Jul 04:38
    just in the past year so many more patients have 3 dental coverages. It costs so much time to create the third insurance claim. It would be great if Dentrix could take more then 2 insurances.
  • Guest commented
    09 Jul 04:38
    We are a Clinic and due to New York State Medicaid requirements need to list all insurances which are usually 3 or more.
  • Nadine commented
    09 Jul 04:38
    We could DEFINITELY use this in Dentrix. Our office has a couple of patients with dental coverage by three different companies and EVERY time they come in we face the difficulty of having to adjust everything in order to submit to the third insurance.
  • Guest commented
    09 Jul 04:38
    I completely agree with this! It is such a run around when you need to send a claim for a tertiary insurance. There needs to be an easier way!! I am coming across this problem more and more! With all of the options Dentrix gives you it seems crazy that this isn't one of them.
  • Guest commented
    09 Jul 04:38
    Yes again I agree. The majority of trainers do recommend Option C and that Patient Alert (pop up) is a critical componant for it's success and no balls getting dropped. (IMHO)
  • Guest commented
    09 Jul 04:38
    Here are three potential options for working with tertiary Insurance in the way the software is currently designed. I'm not going to suggest that any of these are right or wrong, but just give you the options to consider. A) Have the patient pay the remaining balance directly to the office, and in turn, bill the tertiary (and quaternary, etc). themselves. This can be done by printing the Patient Walkout (Ledger | Print | Walkout... | Family Walkout and/or Walkout/Doctor's Statement). Many insurances (and HSA plans) will accept this document for billing. B) Print a blank Insurance Claim Form and fill it in by hand (Office Manager | Reports | Blank ADA Form) C) Juggle the Secondary and Tertiary insurance plans as described below: Primary Claim: 1 Create the Primary Insurance claim 2 Send it 3 Receive payment as normal by entering it as payment inside of the Primary Claim. Secondary Claim: 4 Create the Secondary Insurance claim 5 Send it 6 When payment arrives, enter the payment as an 'Additional Payment' inside of the PRIMARY Claim 7 Delete the Secondary Insurance Claim from the Ledger (double-click the claim, choose File | Delete) 8 Clear the Secondary Insurance information from the Family File (open the Insurance Block; click 'Clear Secondary') Tertiary Claim: 9 Enter the Tertiary Insurance Information into the Family File, in the Secondary Insurance position. 10 In Ledger, double-click the Primary Insurance Claim. Double-click the 'Patient / Insurance Information' block and check the box 'Update Secondary' 11 Within the Primary Claim, click 'Create Secondary' to generate the Tertiary Claim Many offices choose to immediately repeat 8 above, restoring the actual secondary plan to the Family File, so that it is ready for next time. Others wait until the Tertiary Claim is paid, or until the next patient visit. You can choose how to receive payment on the Tertiary Claim. This comes down to preference, depending on how you choose account for it on the reports. When payment arrives for the Tertiary claim, they can either 12 a Enter it as payment to the 'Secondary Claim' (which is actually the Tertiary Claim) on the ledger 12 b Enter it as another 'Additional Payment' to the primary claim 12 c Using a unique payment type such as 'Tertiary Insurance Payment', enter it as a payment directly to the Ledger. (You can setup a new payment type to appear in Ledger | Transaction | Enter Payment using Office Manager | Maintenance | Practice Setup | Definitions | Payment Types) Obviously, using the 'juggling' method could get confusing. I'd suggest creating a Patient Alert note to pop up for the events of Create Insurance Claim, Edit Existing Insurance Claim, and possibly also Treatment Planner or any others that you may find applicable. The Guarantor Note is another option in the Ledger for making a note of the Tertiary circumstance.
  • Guest commented
    09 Jul 04:38
    While I understand what you are saying....what do we do when the patient has dual coverage and/or tertiary coverage AND medical. There is no way currently to address either situation.
  • Guest commented
    09 Jul 04:38
    Some of the comments on this request are straying into the topic of medical insurance. Just by way of clarification, the original request is about adding a tertiary DENTAL insurance plan. Medical plans are a different animal. While it is possible to create claims and bill to medical insurance carriers, it does take some setup work. For detailed steps see Article # 15749, "How To Setup Medical Cross-Coding And Create A Medical Claim" in the knowledgebase. www.dentrix.com/resource-center
  • Tricia James commented
    09 Jul 04:38
    running into this more frequently....problem is I dont know the medical cross codes, they are not in the system and so Dentrix will not create the claim even if the medical plan is active.
  • Dr. Rees Olson commented
    09 Jul 04:38
    We have several patients that have a third carrier and we need to be able to add it in the family file.
  • The glowing team commented
    09 Jul 04:38
    Is this in the planning stages or even considered as a possible option? If it's difficult to add a third one is there a possibility to have the third insurance replace the medical insurance? We are a general office and don't bill medical.....
  • Lorelei Perena commented
    09 Jul 04:38
    We are having this problem now. This is really needed. Other software programs address this problem already. Please help!
  • Danette Johnson commented
    09 Jul 04:38
    To create an insurance claim to bill a patient's medical, medical is always billed first, before dental, automatically. When a patient has medical insurance in the Family File and a claim is created from the Ledger, any procedures that are cross-coded for medical billing are automatically used for a medical claim first. A dental claim can be created from a medical claim (similar to creating a secondary claim from a primary claim) but a medical claim cannot be created from a dental claim.
  • Emily Wiersema commented
    09 Jul 04:38
    I recently tried to creat an insurance claim to bill pt's medical 1st, however there was no option to bil medical 1st then dental as secondary.
  • Bridget commented
    09 Jul 04:38
    I have many patients that have two dental insurances and are required to submit through their medical, but there is not a spot to put that third insurance.
  • Guest commented
    09 Jul 04:38
    approx 75% of our pts have duel or trimary insurances. It is very complicated and time consuming to hand write out all the trimary claims!!!! Please make this option available to the offices VERY soon!!!! thank you
  • Smile Solutions commented
    09 Jul 04:38
    I agree with this. One of our patients has 3 insurances and it is impossible to make a claim for the third one and we have to waste time printing everything and writing the new information in by hand!
  • Darla commented
    09 Jul 04:38
    I think it would help a lot, because right now to bill a third insurance, I have to cut and paste (literally). And when you are billing for a child of divorced parents, sometimes they have up to 4 insurances! It becomes a nightmare keeping track, and when you get the payments for the 3rd and 4th insurance, it gets tough making sure the payments are accurately reflected.
  • Guest commented
    09 Jul 04:38
    Yes yes yes yes - great suggestion - i have a few families that have 3 insurances and we are providers for all 3 therefore need to bill them. It would be fantastic to have the ability to add all 3!!!!! PLEASE DENTRIX - WE NEED THIS!!!
  • Guest commented
    09 Jul 04:38
    We numerous families that have 3 or more insurances. Having this capability would benefit the practice immensely!!!!!
  • LAURIE commented
    09 Jul 04:38
    We have many patients that have 3 insurances. Would love this one!!
  • Guest commented
    23 Jul 17:48

    I notice that the comment dates don't list the year the comment was posted. There is a comment from me that is 2 years old showing as having been posted this past July (2019). Is this your way of preventing us from knowing how long we actually been requesting this feature?

  • Unknown Unknown commented
    27 Aug 13:18

    for as much as this software costs, get moving Dentrix!!!

  • Mariana sousa commented
    10 Oct 13:53

    Currently buried in claim problems, because the system does not have the ability to add a third insurance.