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
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  • Guest commented
    09 Oct 15:26

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

  • Guest commented
    26 Mar 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