Dentrix Ideas

The sent/partially paid is available, but we just updated to the newest Dentrix & now if that box is paid, it leaves the account with a big credit vs. before when it just estimated the original amount expected from ins or the remaining amount. Also you have to "refresh" every time you check that box for it show up on ledger. So annoying!

The option to re-submit the portion of a claim that needs to be appealed would be Very helpful, as would be the ability to note a rejected portion of a cleared claim with a Procedure line note in the ledger

It would be great to have more flexibility with keeping a claim open after receiving an insurance payment. Yes! Splitting the payment does not always solve the problem, as described in many comments below.

or have an option to close out claim so that you can keep it open and show amount out in insurance due. Now when we get one pmt on an ortho claim, it transfers the remaining amount to account due

You can split the claim before the payment is entered and it is still in your tracking system. Make payment on the part thats paid.

Agreed! For example, one patient get 50% coverage under her plan and 50% under her husband portion. They are the same plan, just under the different names, unlike a secondary ins plan. I can't note the two separate checks under the ins because it only allows one.

SoftDent has this feature and it would be really helpful. Now we have to remove the patient's statement or send an inaccurate statement.

Currently, you can use the "Split Claim" feature before making the payment. - Select the claim in Ledger - From the Insurance Menu, select "Split Primary Claim" Select one or more procedures from the upper "Claim #1" box, then press the down arrow to move the procedures into "Claim #2" - Click OK and the claim will be divided into two claims. - Make payment as normal on one claim, leaving the other open.

I understand how to do that but sometimes they make 2 separate payments for the same procedure. It closes the claim & forwards the balance to the patient. GEHA is one that send 2 separate payments. Doing that will mess up the account & if you are not careful you will send a statement to the patient for a balance not theirs but the insurances balance.

Eaglesoft also had the feature that you could keep a claim open. Payment could be posted on one service and the claim would remain open so that the remaining services waiting for payment would stay in the insurance balance versus transfering to the patient balance

I agree, when I am entering a batch insurance payment and one of the payment entries are for an additional payment on a previously paid claim, there is not a way of entering that payment, at which, I need to enter payments individualy not as a batch.

The "Split Payment" feature works well if you have more than one procedure attached to a claim, however, just today I had a claim on a patient with one procedure attached to the claim, the payment I received from the insurance company was not their full payment - they are sending an addtional check for this claim. If the check comes in as a bulk payment I will not be able to enter using the bulk insurance payment option.

U can spilt the claim! Its under insurance

Aetna makes up to 20 payments for the same procedure for ortho claims. The best answer is to leave the claim open so patient portion and insurance portion don't get mixed up.

Ortho claims are paid with multiple payments. Either designate that it is an ortho claim and leave it open until all payments have been made and allow user to close claim manually or allow option for all claims to remain open if needed until user closes.

If you are trying to edit the original payment, I could see you having the difficulty you describe. Instead, you try it this way: In the Ledger, double-click to open the claim. Within the Claim Information dialog, choose the menu item "Enter Payment" and then "Enter Additional Payment" Double-click the provider to apply payment. (if the provider does not show in the list, choose the "Add" button to add them) Type the amount being paid on this additional payment. OK and OK/Post.

I understand and do split claims but for example you have a procedure that they pay on and downgrade like a adult prophy downgraded to a child prophy. You have spoken with the insurance company and they are reprocessing this you have to enter the first payment and it clears that claim as paid there is no way to track the reprocessing

We will be able to cancel our current Ortho claim software and go strictly with Dentrix.

I guess my request was merged with this request...Please bring back the estimated portion after claims are paid...it easily identifies if we over/under estimated on the claim and that is where the balance is coming from. Zeroing it out takes away that advantage.

Allowing a claim that has been incorrectly paid by insurance, and has been resubmitted for correction/another payment, be flagged or stay open for continued monitoring.