Dentrix Ideas

The Dentrix Claims Manager Needs to Allow You to Filter Out Paid Claims


  • Guest
  • Jul 1 2025
  • Needs review
  • Attach files
  • bea valdez commented
    30 Oct 15:48

    this is not efficient all paid claims shouldn't show on this report, yet they are wasting time and money to go look and realize 0 balance

  • Guest commented
    21 Jul 16:06

    If the claim is closed, they will not show on claims manager - but also you can already filter by last note added - the last update column is specifically focuses on notes added, so you can click that column and it will move all claims with a recent note to the bottom of the screen. Though it would be nice to exclude them if you needed.

  • Guest commented
    01 Jul 22:37

    I want to use the Claims Manager to generate a report of all unpaid claims that have not had a note added in the last 30 days. However, there does not appear to be a way to filter out paid cliams. I feel like thats a big missed opportunity. In fact, enabling filters for each characteristic/category (i.e. Paid or unpaid, PAR vs Reqular Claims) would make this module much more powerful.