Dentrix Ideas

Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan.

Allow users to edit an insurance claim in history. Make it easier to change the insurance plan to bill and resubmit a claim to the corrected insurance plan.
  • Guest
  • Jul 9 2019
  • Future consideration
  • Attach files
  • Guest commented
    13 Mar 16:27

    Make it easier to change ins corrections

  • Ashley Huffer commented
    20 Feb 16:50

    This was created 5 years ago, and its still not a feature. Dentrix is my LEAST Fav of all the ones I have used. Its insane it takes so much work just to send a corrected claim. I should not have to print it out and use white out to fix it!

  • Guest commented
    17 Jan 16:25

    Not only corrected claims but being able to generate a secondary claim if the secondary was not originally entered when the primary claim was generated.

  • Sharon Weidenbaum commented
    October 04, 2023 15:44


    Can you please change the program to allow corrected claims to be submitted easily. Furthermore, a claim should not be locked into history as claims are fluid and need to be changed or recreated often after 30 days. It is unreasonable to invalidate a procedure and make adjustments to a patient's ledger just to change the insurance information. Please consider this a high priority as most other dental software and cloud-based programs have done so.

  • Edward Swiderski commented
    September 28, 2023 19:25

    Yes this would be a huge help!!!!!!!!! Also, allow to delete payments or
    adjustments and to create secondary claims even if the insurance was added
    after the claim was submitted. Usually you have to invalidate and create a
    new primary claim just to add the secondary claim. NOT FUN!!!! Invalidating
    claims to resubmit is really confusing to the patient and makes it look
    like we are billing them out for multiple codes when we can't correct
    errors after month close.

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  • Reynolds Christine commented
    September 28, 2023 12:22

    Yes this would save on a lot of white out :)


  • Kym Towns commented
    September 28, 2023 10:52

    Yes, Please! This is such a hassle to try to do now!


  • Guest commented
    September 21, 2023 18:31

    Cant believe this has been in the que since 2019, and hasn't been implemented yet!!!! Please get this ball rolling!

  • Guest commented
    July 26, 2023 14:27

    Yes, and please keep original insurance plans available

  • Cherie LaMoreux commented
    July 10, 2023 16:59

    Yes! Eaglesoft did have this capablility. It was awesome. Please, please PLEASE add.

  • Guest commented
    May 04, 2023 14:29

    EXACTLY THIS!!!!

  • Guest commented
    October 16, 2022 22:06

    YESSSS please implement. If I remember correctly Eagle Soft has the ability to do this or used to but it would be nice for Dentrix to have this feature.


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  • Maggie England commented
    August 24, 2022 18:22

    PLEASE IMPLEMENT!!! Open Dental is so much more user friendly with anything regarding tx plan, ledger, & ins. You simply highlight the proc. codes you want to send and as long as there is an ins plan attached that you haven't previously sent these exact procedures on (same date of service), you are allowed to make and send a claim. You are also able to resubmit multiple times to one ins plan as long as it's not already received. Save yourselves the trouble and hire someone from Open Dental :)

  • Chase Elliott commented
    August 23, 2022 22:09

    You can do this already as long as the claim is open resubmit button!

  • Guest commented
    February 24, 2022 14:26

    This is a WONDERFUL idea!! Would save a tremendous amount of admin time!

  • Guest commented
    June 14, 2021 17:31

    "I have to generate a new claim and print then white out and write in new date. Annoying and tedious." agree

  • Karen Ward commented
    May 28, 2021 14:34

    I can't emphasize enough how helpful this would be!

  • Guest commented
    April 07, 2021 15:35

    I have to generate a new claim and print then white out and write in new date. Annoying and tedious.

  • Unknown Unknown commented
    February 24, 2021 14:57

    Run into this at times and hard to change once it goes into history

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