Dentrix Ideas

Pop up on charts for maxed out insurance benefits

We keep sending claims out for patients who are maxed out and it is a waste of our time. I understand that we can easily see on the family file that they are, however, we get busy, so many buttons and things to do; and we forget. A popup so we can collect upfront and not send the claim would be very effective. Or even before sending the claim too. A warning that benefits have been met for the year.

  • Guest
  • Sep 11 2024
  • Needs review
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