Dentrix Enterprise

Lock the Ability to Delete Insurance Claims After a Payment is Attached to it

Once a payment is applied to an insurance claim in the ledger, the ability for this claim to be deleted should be locked. The issue we are seeing is that a claim can be deleted after a payment is attached to it and ultimately deletes the insurance payment as well. This creates financial discrepancies; we will have money in the bank but the patient account will not reflect that/AR is inaccurate.

  • Guest
  • Aug 9 2023
  • Planned
  • Attach files
      Drop here to upload
    • Guest commented
      October 09, 2024 15:26

      The only problem this would create is when a claim is attached to procedures completed under the incorrect provider/clinic.

    • Guest commented
      March 26, 2024 16:35

      This should be a security right, not locked for everyone. Those with rights should still be able to delete it. Those without rights can't.

    • Guest commented
      September 25, 2023 15:12

      Wouldn't closing the month resolve that issue?

    • Guest commented
      August 29, 2023 23:41

      Hi, that is a security right that you can assign and unassign. :)

    • Guest commented
      August 09, 2023 19:10

      Agree