Dentrix Ideas

Searching Insurances

Would like to be able to review policy information without attaching it to a patient. We used to be able to do this, but now we're forced to attach the insurance to an account - if someone calls with questions about a perspective policy, we have to override the actual coverage they have, then jump through the hoops to put the right info back in. Its unnecessary and time consuming. All these safety "you have to save this before you can proceed" on everything should be OPTIONAL, not mandatory. We hate it.

  • PB
  • Jun 11 2024
  • Needs review
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