Dentrix Ideas

Do not send statements to patients with outstanding claims

If you click the option to do not send statement to patients with a claim pending  it should NOT create a statement for patients with ANY primary or secondary claim pending. It should not create statements if this or but this IF you chose no statement for patients with a claim pending it should not create one!

  • Guest
  • Aug 6 2019
  • Already exists
  • 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.

    That is the correct feature for not creating a statement for any patient with insurance pending. do you also increase or use the "If patient portion is less than" amount. this will also increase\decrease the amount of statements it creates.

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  • Guest commented
    30 Dec, 2020 03:01pm

    Hey Admin, it exists, but it doesn't work. We CONSTANTLY have to uncheck patients to not get billed if they have outstanding insurance. We change it to NOT bill if insurance outstanding patient portion is $5000 or less and it still creates a bill. This has happened for YEARS. Fix it please.