Dentrix Ideas

No Ins Patients services automatically checked do not send to ins

I wish there was an option to have services rendered automatically checked do not send to insurance so that they don't show up on my procedures not attached to insurance report. How it is set up right now is that every patients that is cash pay has services rendered and then I either need to go in manually and check them do not send to insurance, or wait until I pull my report for procedures not attached to insurance and then go back and check them all at that time. Either way though it takes up a lot of time to go back through every procedure and check them to not send to insurance when if it automatically checked that box for cash pay patients then we would save time.

  • Andrea Edlin
  • Aug 11 2025
  • Needs review
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