Requiring a Pre-Authorization for Specific Procedures

Occasionally, insurance companies require you to submit a pre-authorization for a procedure before the work is completed. Because these requ...

Tips for Adding Insurance Plans in Dentrix

It's important to set up insurance plans properly in Dentrix in order to give accurate insurance estimates, and make it easier for you t...

Avoid Claim Denials by Including Remarks for Unusual Services

By including a brief narrative on insurance claims that describes unusual procedures or services that you have performed or provides clarifi...

Why Don’t My Insurance Estimates Match the Estimates Dentrix Calculates?

One of the questions that often comes up in customer service phone calls is: "Why don’t the estimates I calculate by hand match the est...

Joining Insurance Plans in Dentrix

When multiple staff members enter patient information in Dentrix, there is a chance that duplicate information can be entered. One area wher...

Deleting Unused Insurance Plans in Dentrix

It happens. You are entering insurance information in Dentrix for a new patient, and as you scroll through the list of carrier names one cat...

Dentrix Notes Part IV: Insurance Notes

For the last three weeks we've been talking about different areas within Dentrix where you can keep notes. This week we'll focus on ...

What Are You Waiting For? Finding Unreceived Preauthorizations

One of the questions frequently seen by our support team recently asks, "Is there a report we can run that tells us which insurance pre...

Find the Patients Attached to Each Insurance Plan in Dentrix

At times you may need to see a list of all patients assigned to an insurance plan in Dentrix. This information can be found by running the I...

Using Dental Plan Maximums in the Treatment Planner

In case you've missed it, the last couple of weeks we've been sharing tips about how to use the Treatment Planner more effectively p...

Viewing Patient Insurance Benefit Information from the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your pati...

Viewing Primary (and/or Secondary) Insurance Notes in the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your pati...

Understanding How the Fee Schedule is Used in Dentrix

The Fee Schedule is the basis of the insurance estimate calculation. Patients can be assigned a fee schedule in one of three ways: By provid...

Insurance Claims Setup

Wouldn't it be nice if all insurance companies asked for the same information on claims? Sadly that's not the case, and you have to ...

Updating Secondary Insurance

Since insurance coverage is not retroactive, Dentrix tracks what secondary insurance information was assigned to the patient when a primary ...

Automatically Creating Secondary Claims

Dentrix can save you time and speed up your claim process by automatically creating secondary claims when you have posted a payment to close...

Viewing Patient Insurance Benefit Information in the Treatment Planner

Did you know that when you are discussing the financial considerations of a treatment plan with a patient, you can view the patient's de...