Dentrix Ideas

Document Center Attachments, Add Documents to Insurance Plan

I have a general information sheet that is specific to certain insurance groups, not patient specific. Once I have completed the PDF and loaded into a patient’s document center, I tried to modify the attachment and add the group number to it. My hope was that other patients with the same group number would show that same document, saving time from importing that sheet into multiple patient's document centers. Similar to the idea of adding multiple patients to one individual document.

Just curious what the purpose of that edit under Modify Document Attachments would be if it is not attaching it to the insurance plan.


  • Guest
  • Mar 9 2021
  • Needs review
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