Dentrix Ideas

Document Center Cross-Reference EOB by Date and Patient Name

Cross Referencing of EOBs by patient name and date. Currently we can only search documents in the patient file only. (There are other categories but they are by insurance/provider and large categories. By date it would be a much smaller search field). EOBs are necessary for account audits and lost or misfiled documents mean lengthy calls to insurance companies. Incorrectly filed documents could be found under a new "date" option (of service or visit) in one of the categories under Modify Document Attachments by having a calendar pop up with a calendar so that it can be copied to that date also. Also lost paperwork such as new patient paperwork could be found by this method.

  • Guest
  • Aug 29 2023
  • Needs review
  • Attach files