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...