Dentrix Ideas

Stop allowing user the option to "change insurance for all" when entering in new insurance in the ledger!

When we select the change for all option it changes all previously sent and received claims as well! How can this be? We assumed changing for all would be for future claims sent. It seems unlawful to be able to change a record that was sent to one insurance company years ago and have it now show it was sent to a completely different insurance company. Please contact us for more information!  Kathy W.

  • Guest
  • Jul 31 2019
  • Future consideration
  • Apr 8, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

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  • Guest commented
    4 Jun, 2020 05:51pm

    I understand this is an issue. On my side, we have too many new plans. Staff will go to post a new patient and enter benefits and the staff creates a new plan for every patient. I am working here to raise awareness for this so we commit to a plan for a group or business. Hope that makes sense. Thanks.