Dentrix Ideas

Ability to access Override Dental Insurance Estimate from appointment window

It would be extremely helpful if we could access the edit/delete procedure window that would allow adjustments to be made to insurance estimated for procedures attached to appointments that are not treatment planned. For example, hygienist pre-scheduled recall but the prophylaxis has a frequency issue where insurance will not be paying for this appointment, it would be helpful being able to change the insurance expected to $0 from the appointment window. Currently the only was to catch this is to manually treatment plan a prophy, open the code in the chart to zero out the insurance expected, and then go back to the appointment to attach the treatment planned prophy instead of the original code.

  • Tiffanie Flynn
  • Dec 7 2021
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