Dentrix Ideas

Skip billing families with zero estimated insurance

When sending billing statements, it would be great if it were possible to skip patients with outstanding/pending insurance claims regardless of what the "estimated insurance" amount is or what the deductible/maximums are. There are in-network write offs that may need to be applied, even if insurance benefits have been maxed for the year, that we won't know until the claim is processed and we receive the EOB. 

  • Guest
  • Oct 1 2019
  • Already exists
  • Mar 31, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product.

    There is a current feature that we recommend you to look at by browsing to our knowledgebase. please see the link and article below.

    Article: 45180

    Please reference the Skip accounts with claims pending option. if this is not what you are referencing, please feel free to reach back out with further detail.

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