Dentrix Ideas

Claim Status Notes Improvements

Ability to delete or not track "batched" or "printed" statuses

Ability to create custom statuses

Make it easier to write a note with fewer clicks

Easily enter a claim status note when entering a check

Easier to see multiple notes in one glance.

  • Ashley Watkins
  • Jun 13 2023
  • Gathering Feedback
  • Attach files
  • Guest commented
    4 Apr 06:29pm

    Please go back to the old way! This makes aging reports SO LONG. And also harder to find notes I actually want to read!

  • Guest commented
    5 Mar 03:31pm

    I HATE THE NEW CLAIM AGING REPORT NOTES! The old one style was way more user friendly. Why does there need to be 5 "Batched" locked where I can't delete them jumbling up everything. Not to mention how small and messy it is to read now.

  • Guest commented
    23 Jan 08:29pm

    Bring back the OLD way of claim notes!!!!!! DEAR GOD PLEASE :)

  • Unknown Unknown commented
    1 Aug, 2023 11:23pm

    The Claim status note section for our office use in a dental insurance claim is way too small to read all the notes now for claims follow up, Please go back to old format. I do not like the locked claim status. We need the space a ability to copy and paste to use as a tool against denied claims.

  • Debbie H commented
    25 Jul, 2023 10:07pm

    I have to agree I do NOT like that you have locked up the claim status. That is just silly. There have been many times that I need to copy and paste to prove to insurance companies that we have been working on it with all the reference #'s.


  • Colleen Jacobson commented
    17 Jul, 2023 02:20pm

    I do not like the locked system created claim status. If a claim is being recreated / printed and sometimes more than once, the additional status are unnecessary and make the Insurance Aging report longer than it needs to be.

  • Guest commented
    6 Jul, 2023 07:07pm

    Competitor assessment- Why does eClaims presubmission summary allow you to send a claim without an attachment despite the insurance company requiring specific attachments? Just to make you chase the claim in 60/90/120 days? I understand that not all insurance companies receive attachements but that shouldnt warrant eServices/eClaims to give us a false green light and thumbs up that they will expedite our claims filling process.
    Other Clearinghouses recommend mailing attachments that are required PER CODE, PER PAYOR. Some clearinghouses go the extra mile and print the attachments for you and send them on your behalf. It is well known in the dental industry that collection money is lost incrementally over time, all of which is contingent on timely filing WITH THE APPROPRIATE ATTACHMENTS. Why doesn't this program work smarter?

  • Claire B commented
    6 Jul, 2023 03:50pm

    Even if we were able to make a note in the Received note that is automatically created, it would be easier than having to make a new note, change the type, etc.