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
  • Planned
  • Attach files
  • Guest commented
    09 Jul 04:54
    You should be able to make changed to a closed claim. example: patient provided me with only 1 insurance. created the claim, sent it out, received payment, and entered the payment to the claim in which the claim is closed not. Now the patient realized that they have a secondary insurance. apparently since the claim is closed I cannot create another claim. It has to be deleted and recreated as well as the payment already imputed.
  • Unknown Unknown commented
    09 Jul 04:54
    If you find out after the fact that the insurance you have on a patient is expired, and month end has happened already before you get this information there should be a way to enter the new insurance in the family file and then recreate the same claim with the correct insurance without having to invalidate procedures, enter an adjustment and then turn around and re-enter all the procedures again back-dating them to be able to send a claim for the second time--going this time to the correct insurance. It would be great if a claim could be recreated when there is an insurance change with out having to go thru all the extra steps.
  • Marlene LaRhette commented
    09 Jul 04:54
    how many times do we ask the insurer if there are any changes and they say no, so we bill what's on file, only to get a rejection later..... so I stopped closing the month until I know all entries are ready to be moved to history.
  • Guest commented
    09 Jul 04:54
    Yeah! and when you 'remove the claim' after payment has been applied, the payment comes out also!! Such an inconvenience! It should be changed!
  • Guest commented
    09 Jul 04:54
    Add an "Effective Date" and "End Date" for the time period that the patient is covered by the insurance. Store insurance history for the patient. Would like the effective date to be included on insurance reports like Procedures Not Attached to Insurance, so there aren't several procedures on the report that are not supposed to go to insurance. Should be new fields in the Family File, and should be considered when running reports for insurance coverage, so if the date the report is run is outside of the coverage dates, it will show what the patient's coverage was at that point. [1083]
  • Stefanie K. commented
    09 Jul 04:54
    You can update secondary insurance on a closed claim. Double click on the claim to open it, Double click on the top box with the patient's name in it, and if a secondary insurance has been added since, a line will appear at the bottom of that box that says "Update Secondary Insurance" or something to that effect, with a checkbox. Check the box, Click okay, and then the "Create Secondary" at the top of the claim should become active, and you can click that to create your secondary claim. =)
  • Unknown Unknown commented
    09 Jul 04:54
    You shouldn't be making changes to a closed claim. You shouldn't even be able to delete a claim that has a payment attached to it once the month is closed out. Instead, you add the secondary insurance info in their Family File. Then, go to the Ledger, open the primary claim and open the very first information box (pt name, etc.). There is a small checkbox at the bottom that says "Update Secondary Info." Check the box and create the secondary claim.
  • Guest commented
    09 Jul 04:54
    Call Dentrix. They walked me through a similar situation a month ago. It was easy, but I don't remember exactly how we did it. No need to delete/recreate the original claim. Sarah
  • Lisa Fox commented
    09 Jul 04:54
    If you update insurance in the family file with the secondary benefits, open the claim then click in the top box where the pt name and ins name are, at the bottom of the Patinet/Insuranace Information box there will be a box you can check mark that says update secondary status, then it lets you create the secondary claim. You can also add an adjustment to the primary claim to debit out the write off's if necessary. :)
  • Guest commented
    09 Jul 04:54
    in 2003, I started working for a company that sold http://pdsmed.com/# medical software. In this software, you could track ALL insurance companies the patient was covered and had been covered under by effective dates. I didn't matter how many policies you added, the system intuitively knew how to track the claims and which insurance policy was responsible for that date of service. With all the new caviats in insurance coverages, this option should be in Dentrix. We've got patients that have MANY coverages due to medical policies having dental coverage, primary, secondary and more dental coverages... I have a patient who his parents are married to other people. All four of the "parents" have coverage on him and some of them include coverage on the medical policies also. NIGHTMARE!!! yet everything has to be tracked and filed in the correct order. Please add this option to Dentrix.
  • info@lykedentistry.com commented
    09 Jul 04:54
    Why hasn't this been added, but it was requested back in 2014? This is a brilliant idea and would help tremendously for our office. Can this please be added with the next updated?
  • Dr. Morgan commented
    09 Jul 04:54
    Track / keep history of dental insurance changes for each pt. (the date that is added is very important to us) example: Delta insurance was added for this pt (keep history of when did this isurance plan was added for this pt. ) this is very important and can solve so many untrue claims that patients make up and we have to deal with.
  • Unknown Unknown commented
    09 Jul 04:54
    You should be able to do it the same as if the month has not been closed out yet. You should not need to validate and put adjustments in, especially if nothing was paid on the claim. We should be able to delete it and submit to the new/correct insurance.
  • Unknown Unknown commented
    09 Jul 04:54
    @Brad Royer. Any update on this feature??? It's killing me to have to "write off the charges", redo the charges with the correct date, REATTACH the xrays and narrative, and then resubmit! I have to work efficiently and taking the time to redo these claims makes it so much more difficult. :*(
  • Adam Smith commented
    09 Jul 04:54
    I see I'm not the only one who would LOVE for this to happen!
  • Unknown Unknown commented
    09 Jul 04:54
    Seriously, no resolution yet. This is huge for efficiency in filing claims and timely payment.
  • Tonya commented
    09 Jul 04:54
    After the doctor has closed out the previous months, we are unable to go back into the ledger to a previous insurance claim to adjust it. We think this would be a good feature in the case that something was accidentally submitted to the insurance and we need to correct it.
  • Mary Ann Jones commented
    09 Jul 04:54
    If a primary insurance is mistakenly deleted from the system and then reinserted the insurance is no longer linked to that claim and there isn't a way to update the information so a secondary insurance can be attached to the claim as well showing the payments received. It would be nice if there was a way to go back in and relink the original information with the claim so that duplicate information or payments (even back dated payments) were not in the system.
  • Unknown Unknown commented
    09 Jul 04:54
    PLEASE CREATE THE ABILITY TO SEND AN INSURANCE PAYMENT AFTER THE PRIMARY CLAIM HAS BEEN COMPLETED! PATIENTS WILL ADD SECONDARY INSURANCE PLANS OR CALL WITH A CORRECTED PRIMARY INSURANCE THAT NEEDS TO BE BILLED. IF WE DELETE THE ORIGINAL INSURANCE PAYMENT TO CREATE A NEW CLAIM, WE LOSE ALL OF THE INFORMATION ATTACHED TO THAT CLAIM. WE DO NOT HAVE A RECORD TO BACK THE OFFICE UP AGAINST FALSE CLAIMS BY PATIENTS THAT WE DID NOT BILL INS OR THAT WE TRIED TO BILL THEIR INS 3X. ADDED TO THIS IS THE LACK OF ABILITY TO FIX ERRORS. THE ONLY OPTION DENTRIX GIVES IS TO DELETE A CLAIM.
  • Unknown Unknown commented
    09 Jul 04:54
    Dentrix desperately needs to create the ability to correct/change/modify claims without having to delete the existing claim. This is very important for dental practices as wrong surfaces, tooth numbers, etc. can easily be entered and later caught and need correcting. Sometimes the mistakes are not caught until claim has been paid and EOB posted. Therefore, to delete the claim creates a headache for everyone and is ridiculous.
  • Michelle commented
    09 Jul 04:54
    Add the ability to recreate insurance claim that would reflect new insurance information and allow you to submit new claim (after entering new insurance information) no matter that the month has been closed out
  • Shirley commented
    09 Jul 04:54
    add an effective & term date for insurance
  • Guest commented
    09 Jul 04:54
    We would like to have a patient-specific place under the insurance information to mark the policy as "Active" or "Termed" with a spot to add the effective and termination dates. Termed insurance policies could be saved under the Family File, but with a termination date. This way, we can easily see the patient's coverage history.
  • Unknown Unknown commented
    09 Jul 04:54
    System should be able to delete insurance claims by date (i.e. all claims before 2013 etc).
  • Patti commented
    09 Jul 04:54
    Please Dentrix, lets be able to create a secondary insurance claim, even though the primary has paid and the claim is closed! Other dental software does allow for this! Patient finds out they have a secondary insurance, after primary has paid - and the ONLY way to bill the secondary is through a lot of hoops! Thanks for listening!
  • Unknown Unknown commented
    09 Jul 04:54
    how can I change the diagnostic code on a medical claim without deleting the dental claim?
  • Jon McGuire commented
    09 Jul 04:54
    If this functionality is allowed, please make sure deleting claims in history is password protected. You don't just want anyone deleting claims willy-nilly.
  • Guest commented
    09 Jul 04:54
    Would like a spot to enter an effective date for insurance, and also would like to be able to deactivate an insurance policy and not wipe out the information so you are still able to work any outstanding claims that were previously not paid yet.
  • Unknown Unknown commented
    09 Jul 04:54
    The ability to delete a claim in history that has a $ 0 payment would be great! If the insurance changed and new claim needs to be created, I print the old claim, white-out the information and mail with the new insurance information. I realize if there was a payment it couldn't be deleted, but with a $ 0 payment it needs to be more user-friendly.
  • Guest commented
    09 Jul 04:54
    To avoid pop-up asking for attachments, PA's etc when that process has already been done (not having to choose 'skip'). Ability to go back in and change data or auth number if necessary, though.
  • Unknown Unknown commented
    09 Jul 04:54
    This would be a true asset for dentrix. Yes, we could research claims to find old insurance to resubmit claims, but while on the phone with patients it would be nice to know the information while talking with them.. Work smarter not harder. Thank you for considering this feature. Surprised how long it has been on the request yet not updated.
  • sharon allen commented
    09 Jul 04:54
    THANK YOU-Yes Dentrix's idea now is to invalidate everything, repost and recreate-how inefficient not to mention what if we're audited, how does all that appear to the auditor?!
  • Cathy Klabunde commented
    09 Jul 04:54
    some insurance companies are also paying by credit card. You need to allow a credit card payment on insurance claims!
  • Jessie S. commented
    09 Jul 04:54
    Thos would be make a HUGE difference for our company. The ability to have insurance history, rather than clearing it completely from the system, is something we need desperately. Also if the Effective/Termination dates could tie in to the billing process (Stop claims from outside those dates) that would be wounderful and would save many claims from being sent outside of coverage dates.
  • Nicole commented
    09 Jul 04:54
    Yes that would be wonderful! Much needed..
  • Guest commented
    09 Jul 04:54
    The work around for this is cumbersome. The ability to edit an insurance claim in history, with a good audit trail, is really needed.
  • Regina commented
    09 Jul 04:54
    this will be a great help
  • Kelly commented
    09 Jul 04:54
    Yes, we need this!
  • Mary Snider commented
    09 Jul 04:54
    This would be very helpful We would greatly appreciate this enhancement.
  • Tabby commented
    09 Jul 04:54
    Please fix this- that would be great
  • Diane commented
    09 Jul 04:54
    This enhancement request is over 1 year old. Isn't anyone working on this?????????
  • Abbie commented
    09 Jul 04:54
    This is also great for if the PT has an active waiting period in place. Its hard to keep track of when waiting periods are met because there is not a great way to track effective dates. It is also a nice idea to have an archive of PT insurance history. Some of our PT's companies switch insurances all the time and the PT gets confused on who they used to have vs. who they now have as their insurance. I know that you can look at past claims but if the insurance plan has no PT's attached and gets deleted the past claim just says insurance carrier not found.
  • Unknown Unknown commented
    09 Jul 04:54
    This would be an incredible asset to any insurance coordinator
  • Unknown Unknown commented
    09 Jul 04:54
    THANK YOU!!! it seems other delete the entire claim and regenerate it and all tracking notes are lost!!!! GREAT SUGGESTIONS for the people who handle the insurance!!!!
  • Guest commented
    09 Jul 04:54
    There has GOT to be a way to correct claims processed that need to be corrected after month end. For example, patient does not tell us insurance has changed, insurance paid claim, 5 months later insurance is asking for a refund because insurance was terminated and they are now covered under a different insurance plan. I am being told that we have to enter the treatment in again back dated and invalidated to re-submit to insurance. There should be a function to add a corrected claim to previous treatment.
  • Steve Turner commented
    09 Jul 04:54
    A printed claim should always link to the origininal printed fee schedule. Even if the fee schedule is changed later.
  • Guest commented
    09 Jul 04:54
    How can I cast more than 3 votes for this?! Not only is it frustrating when patients do not notify us that they have had a secondary coverage for awhile and claims have to be submitted for past dates, but I have to manually fill out a form, and it's not "recorded" on the patient ledger. Why can't there be effective/end dates so that insurance forms can be created for treatment in that time period and documented in the ledger? Shouldn't be difficult to make happen, Dentrix, as my old software managed it just fine!
  • Tammy commented
    09 Jul 04:54
    I can't tell you how often I need to rebill a carrier or change the carrier and rebill. But once month end has come and gone, the opportunity is lost. Please give us the opportunity to edit a claim. The only way I can do it now is to repost the procedures create a claim and send it. Then go back and delete the claim and the procedures. What a waste of time. Also, we need third insurance capability. Thank you.
  • Char commented
    09 Jul 04:54
    Never had I had to work on a dental software that wouldn't allow us to rebill claims after month end!! I've been doing this for 22+ years and 5 different softwares. With the delays in insurance, and now they want everything back on "corrected claims" it's more important than ever. Also, please, please, please add third insurance.
  • gwen commented
    09 Jul 04:54
    I completely agree with this one! I cant edit it once u zero it out that is it
  • Guest commented
    09 Jul 04:54
    Effective date is on the insurance information page on Kodak, and it is necessary to have when calculating waiting periods. It seems it would be an easy add to that page.
  • nils bengtson commented
    09 Jul 04:54
    It is more common now for an insurance company to recode some procedures, pay zero and force the office to refile with alternative benefit code(s). This edit capability would really help!
  • Guest commented
    09 Jul 04:54
    I understand the only way to create an insurance claim for an updated insurance is to invalidate the procedure. Please come up with a way to be able to create a new claim without first invalidating!!
  • Ezis & Blume Periodontics commented
    09 Jul 04:54
    entering effective date for insurance companies.
  • Cindy Culver commented
    09 Jul 04:54
    OMG what a terrific idea. Can't believe we haven't thought of this before!!
  • Guest commented
    09 Jul 04:54
    This would make my life so much easier!
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    09 Jul 04:54
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  • Laurie Avitan commented
    09 Jul 04:54
    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
  • Cathy commented
    09 Jul 04:54
    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
  • Anonymous commented
    09 Jul 04:54
    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
  • Jennett commented
    09 Jul 04:54
    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. :)
  • Steve Roberts commented
    09 Jul 04:54
    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.
  • John Dillworth commented
    09 Jul 04:54
    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).
  • Guest commented
    09 Jul 04:54
    Me too! i don't have any votes to support it but i totally agree it is needed!! Much needed!
  • John Dillworth commented
    09 Jul 04:54
    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.
  • John Dillworth commented
    09 Jul 04:54
    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
    09 Jul 04:54
    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
    09 Jul 04:55
    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.