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
    30 Oct 14:16

    We don't even use the claim status notes. We don't even look over to the left anymore. We completely and utterly turn our heads and eyes to the right when looking at anything to do with claims. Sometimes, if we are tempted, we even pin a post-it to the monitor to prevent our looking at them. That is how bad they've become. When you ask I.T. to add the claim and attachment reference numbers for ease of processing, they totally go crazy and do something that just makes no sense and never works again. Plus, they don't even do what you asked. Have none of these people ever worked in a dental office before? I need a drink...

  • Guest commented
    04 Apr 18:29

    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
    05 Mar 15:31

    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 20:29

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

  • Unknown Unknown commented
    August 01, 2023 23:23

    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
    July 25, 2023 22:07

    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
    July 17, 2023 14:20

    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
    July 06, 2023 19:07

    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
    July 06, 2023 15:50

    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.

  • +3