Dentrix Ideas

allow PDFs to be attached to claims

When trying to attach a file to an insurance claim from the Document Center button, the file is not listed.

Please make it so the attachments in the document center come through as an approved file type to be able to attach them to the claims OR allow claims to have .PDF attachments to them to assist with office headaches

  • Guest
  • Jan 5 2022
  • Future consideration
  • Mar 1, 2023

    Admin response

    Thank you for posting your idea! Insurance carriers only accept certain types of files, which is why PDFs cannot be sent. We will look into making this easier!

  • Attach files
  • dexter b commented
    19 Jun, 2023 08:52pm

    This would really be nice to have. I normally scan as PDF instead of JPEG...(smaller file size during my testing) everytime I need to add an item to a claim( Primary ins EOB, treatment letter from specialist) I need to scan the item as JPEG in order to attach them to a claim.

  • Imahn Moin commented
    23 Feb, 2023 06:16pm

    This really needs to be fixed. Huge PIA to have to convert things to JPEGs or try and take a screen capture of the document center everytime we need to attach something to a claim