Dentrix Ideas

Maxed Insurance

When a patient has treatment after their benefits have maxed, we should not have to tell the system "Do not bill to insurance" for every single procedure line by line on the ledger. The system should automatically prevent additional procedures from being billed and keep them from showing up on reports as needing to be submitted. If a patient still wants a procedure submitted to "nettle" an insurance, you should just be able to check the one procedure or whatever that you want sent even though the patient has maxed their benefits. We know the insurance isn't going to pay, but the patient just "wants to see". It's like the right hand doesn't know what the left hand is doing within Dentrix... Also, when we've added an insurance to someone who's never had a policy, all their backdated treatment is now showing up to be submitted. What the h!

  • Guest
  • Oct 30 2024
  • Needs review
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  • Amanda Boles commented
    01 Nov 15:06
    For offices in network with insurance, they still have to submit claims per their contact. It's also good practice to submit even when out of network for financial communication to the patient.
  • Guest commented
    31 Oct 13:19

    for Canada - patient's need the rejection from the insurance to claim out of pocket expenses on their income tax