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
  • Likely to Implement
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  • Kristi Cook commented
    6 Aug 06:34pm

    running into this all the time with ins changes or trying to bill medical after dental paid

  • Megan Biggs commented
    2 Jun 10:26pm

    I have run into this issue so many time and it makes fixing aging claims so incredibly difficult. I agree with Rose Geisler

  • Rose Geisler commented
    19 Feb 02:54pm

    currently if a patient does not inform us that their insurance has changed, & we bill the old ins, it will get denied & we will enter the $0 pymt which will close the claim. if they then inform us of their new ins, we need to delete the pymt & copy the status notes to clipboard. then we delete the claim & create a new claim for the current ins. then we paste the old status notes into the new claim. however, the original $0 pymt is no longer showing in their ledger, & aside from the copied status notes, there is no evidence that a previous ins was billed for that date of service. this process is not necessarily difficult, however it is poor record-keeping.

  • Chris S. commented
    18 Feb 10:01pm







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  • Unknown Unknown commented
    18 Feb 09:37pm

    Also should have a different tally for ortho bens used, as it is now it comes out of yearly max.

  • ann commented
    18 Feb 07:11pm

    Please make this change!!~ 

  • Guest commented
    17 Feb 07:02pm

    I totally agree with this issue.  I avoid closing transactions to be able to correct error with insurance provided by patients incorrectly.   This is a nightmare when the transaction is closed before we find out.  They can make the procedures stay locked but the claim and insurance attached to  that procedure should be able to be corrected/changed when required. 

  • Michelle Practice Administrator commented
    22 Jan 08:08pm

    Yes please, there has to be an easier way. Especially if the procedure to the old claim was in the previous month and now the month is closed and we cannot edit it. We have to go in and create a duplicate procedure on the ledger and then do a writeoff to correct ledger and send corrected claim. There has to be an easier way.

  • John Dillworth commented
    9 Jul, 2019 04:55am
    I agree 110% with this suggestion. At the moment, our office is using a rough work-around that involves posting administrative procedure codes in the patient's ledger to show when the coverage started/ended. It works, but it's something that should be addressed per the original poster's suggestion. The only thing I would like to add is that it would be great if Dentrix had a toggle in the ledger to visually depict procedures that fell within the patient's range(s) of coverage. It could be something like a faint background color or something like that. This would be very helpful for quickly spotting which procedures were ok to send out - though Dentrix should restrict sending historical procedures if they didn't fall in the coverage range.
  • John Dillworth commented
    9 Jul, 2019 04:54am
    I agree 110% with this suggestion. At the moment, our office is using a rough work-around that involves posting administrative procedure codes in the patient's ledger to show when the coverage started/ended. It works, but it's something that should be addressed per the original poster's suggestion. The only thing I would like to add is that it would be great if Dentrix had a toggle in the ledger to visually depict procedures that fell within the patient's range(s) of coverage. It could be something like a faint background color. This would be very helpful for quickly spotting which procedures were ok to send out - though Dentrix should restrict sending historical procedures if they didn't fall in the coverage range.
  • John Dillworth commented
    9 Jul, 2019 04:54am
    I agree 110% with this suggestion. At the moment, our office is using a rough work-around that involves posting administrative procedure codes in the patient's ledger to show when the coverage started/ended. It works, but it's something that should be addressed per the original poster's suggestion. The only thing I would like to add is that it would be great if Dentrix had a toggle in the ledger to visually depict procedures that fell within the patient's range(s) of coverage (it could be something like a faint background color). This would be very helpful for quickly spotting which procedures were ok to send out - though Dentrix should restrict sending historical procedures if they didn't fall in the coverage range.
  • John Dillworth commented
    9 Jul, 2019 04:54am
    I agree 110% with this suggestion. At the moment, our office is using a rough work-around that involves posting administrative procedure codes in the patient's ledger to show when the coverage started/ended. It works, but it's something that should be addressed per the original poster's suggestion. The only thing I would like to add is that it would be great if Dentrix had a toggle in the ledger to visually depict procedures that fell within the patient's range(s) of coverage (it could be something like a faint background color). This would be very helpful for quickly spotting which procedures were ok to send out - though Dentrix should restrict sending historical procedures if they didn't fall within the coverage range.
  • Guest commented
    9 Jul, 2019 04:54am
    Me too! i don't have any votes to support it but i totally agree it is needed!! Much needed!
  • John Dillworth commented
    9 Jul, 2019 04:54am
    While we're addressing the way insurance plans function in Dentrix, I think it would be very helpful to switch Dentrix to a single-carrier system. This should help simplify the maintenance involved with carrier-related updates (e.g. mailing address changes or post-merger name changes).
  • Steve Roberts commented
    9 Jul, 2019 04:54am
    There are two dates that meet this request, the Benefit Renewal date in the Insurance Data screen and the Eligibility Expiration Date in the Eligibility Status screen.
  • Jennett commented
    9 Jul, 2019 04:54am
    Information in Benefit Renewal is the month the plan starts per year. What I am talking about is the date each subscriber and family became effective with that plan. Some policies, for example, have a 12 month waiting period before they will pay on some services. Not every employee was hired in at the same time or at the same time of year. If that information is present in Eligibility Status screen then I can never use it. My employer will not pay for that added service.. thanks for trying. :)
  • Anonymous commented
    9 Jul, 2019 04:54am
    This is really irritating. It would make life so much easier if you could edit the History. How many times do patients give you the wrong insurance,the claims come back as 0. Then a month later the patient gives you correct info and you can not delete the old claim to create a new claim. ugh
  • Cathy commented
    9 Jul, 2019 04:54am
    I agree, it is very frustrating especially when there is a secondary claim involved... also need to have the option so we can create secondary claims when primary claims are closed then the patient tells us there is another insurance that needs to be filed.. Very frustrating and takes extra time and white out lol
  • Laurie Avitan commented
    9 Jul, 2019 04:54am
    This will really benefit our office. Otherwise you have to call the ins co. or go dig for the information. It's a loss of time
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