Dentrix Ideas

The Exceptions Table in Dentrix allows teams to store insurance-specific coverage rules, but it does not apply those rules to treatment plan estimates. This creates a major inefficiency and opens the door to costly manual errors. While the Payment Table helps in some cases, it does not support downgrades or exceptions that apply to specific tooth numbers, such as posterior composite downgrades on molars only. This forces treatment coordinators to manually override estimates for each patient—slowing down the workflow and increasing the risk of miscommunication.

Other practice management systems have already solved this problem:

• Open Dental: Applies tooth- or code-specific insurance rules directly to treatment plans.

• Eaglesoft: Supports downgrade logic and alternate benefits auto-populated in estimates.

• CareStack: Rule-based exception engine integrates seamlessly into financial presentations.

• Curve Dental: Uses smart insurance logic to automatically reflect plan details.

• Denticon: Allows detailed downgrade logic and benefit mapping per plan.

• Practice-Web: Supports automatic alternate benefit application, similar to Open Dental.

Given that Dentrix is the industry leader, generating an estimated $83.8 million in annual revenue , it's reasonable to expect Dentrix to not only keep pace—but to lead innovation. Falling behind smaller platforms on such a core function undermines user confidence and efficiency. Adding this capability would reduce manual work, improve accuracy, and help practices deliver consistent, trustworthy financial estimates to patients.

This change would have a direct impact on production forecasting, case acceptance, and administrative efficiency. Please vote to prioritize this essential enhancement.