Dentrix Ideas

add more than 1 patient at a time to EOP attachment after posting payments from insurance

When posting payments from insurance EOP with several payments for several different patients, it would be great if you could just hold down shift and click on all the patients that you just posted payments to and add all patient's names to the attachment at the same time. ex. Post all payments from single eop, scan EOP into doc. center under EOB, left click on patient, down below is a list of names that were just recently searched. Highlight all patients that should be attached to the EOB, hit ok. This would save a lot of time when posting claims with several transactions on one EOB.

  • Guest
  • Oct 3 2023
  • Needs review
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