Dentrix Ideas

Claim status note copied when claim split

When an insurance claim is split into separate claims, the claim status note should automatically be copied into the new claims. It is difficult and cumbersome to have to try to copy all of the old claim status notes, and if there is more than one note you can't just "copy to clipboard" and then paste; you would have to open notepad or something similar to be able to save the notes into the new claim. If you don't copy the notes, after splitting the claim, all of your previous notes are gone.

  • Guest
  • Oct 17 2022
  • In Development
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  • Amy commented
    6 Dec, 2022 05:04pm

    This used to work correctly and transfer the notes when a claim was split. But since all the recent updates with the new (and not great) claim notes, it is no longer saving the notes when claims are split. It starts over as if it a new claim and only shows "created" - no batched, no sent, no notes. Why mess with something that was already working correctly?