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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  • Guest commented
    16 Oct 10:06pm

    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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    20 Sep 08:37am

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  • Maggie England commented
    24 Aug 06:22pm

    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
    23 Aug 10:09pm

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

  • Guest commented
    24 Feb 02:26pm

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

  • Guest commented
    14 Jun, 2021 05:31pm

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

  • Karen Ward commented
    28 May, 2021 02:34pm

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

  • Guest commented
    7 Apr, 2021 03:35pm

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

  • Unknown Unknown commented
    24 Feb, 2021 02:57pm

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

  • Cheryl Bresnahan commented
    24 Dec, 2020 06:03pm

    Be able to generate a list of patients who have both PERIO and PROPHY in their continuing care so that we can hone in on just those patients to correct their continuing care so the recare cards print off correctly.

  • Kristi Cook commented
    6 Aug, 2020 06:34pm

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

  • Guest commented
    2 Jun, 2020 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

  • Guest commented
    19 Feb, 2020 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.

  • Guest commented
    18 Feb, 2020 09:37pm

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

  • Guest commented
    18 Feb, 2020 07:11pm

    Please make this change!!~ 

  • Guest commented
    17 Feb, 2020 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. 

  • Guest commented
    22 Jan, 2020 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.

  • Guest 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.
  • Guest 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.
  • Guest 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.
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