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
  • Unknown Unknown commented
    09 Dec 20:44

    I am reading all of these suggested enhancements and saying yes we need all of these changes. I see none of these enhancements on any updates. Is the enhancement team reading these? If so, we also need a way to rearrange the adjustment list, adjust it and get rid of old adjustments no longer needed without changing the history in ledger. And change the order of the list.

  • Guest commented
    29 Oct 15:45

    Yes and mark "sent" on 2nd insurance claims that have co-ordinated electronically instead of "created" as they currently show up on the "claims not sent" report even though they co-ordinated


  • Guest commented
    07 Oct 16:22

    YES!


  • Guest commented
    03 Oct 17:25

    please

  • Guest commented
    11 Jul 12:38

    Yes, right now if we have to delete a claim to update insurance, it also removes tracking history, which is sometimes needed to provide proof of good faith submissions in a timely manner.

  • Kyna Jordan commented
    03 Jun 17:01

    Is voting even a help, looks like this has been discussed and being ignored. Looks like you may want to take this serious. If this many people walk might just put a dent in your million dollar company.


  • Cheryl Wilklnson commented
    29 May 15:05

    I just spoke to an agent and told her how horrible Dentrix is to listening to its users on how to make our jobs easier and how other companies are so much better. I work with numerous softwares and Dentrix is the worst at this.


  • Guest commented
    07 May 23:59

    Came to make this same request! This would make things so much cleaner!

  • 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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