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
    02 Dec 19:28

    YES! I wonder why this has been suggested multiple times and nothing has been done?!

  • Julie Engle commented
    15 Aug 11:30

    OMG, yes! This is an absolute must. This is ALWAYS a problem! Seems wrong to delete the original claim completely and recreate it. Would seem to be an issue if audited, etc.

  • Kim Hood commented
    07 Aug 14:12

    So many have voted for this, and going back to original request in 2019. It is a no brainer to make this enhancement, have been on other software programs over the years and this is the only one that does not allow us to update insurance information in a claim that was previously denied by a different insurance company. If you don't have a physical note about the new claim being sent there is no WAY to track it.

  • Tami Kepel commented
    09 Jun 22:44

    This definitely needs to be improved. Creates so much extra work with reposting and adjustments.

  • brittany hogan commented
    23 May 17:07

    agreed!!!!!!!!!!!!!!!! please please please. its ridiculous that i have to delete something to recreate it....seems pretty fishey if some one to audit trail

  • Unknown Unknown commented
    December 09, 2024 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
    October 29, 2024 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
    October 07, 2024 16:22

    YES!


  • Guest commented
    October 03, 2024 17:25

    please

  • Guest commented
    July 11, 2024 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
    June 03, 2024 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
    May 29, 2024 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
    May 07, 2024 23:59

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

  • Paula commented
    March 13, 2024 16:27

    Make it easier to change ins corrections

  • Ashley Huffer commented
    February 20, 2024 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
    January 17, 2024 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!


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