Open Dental Forum

It would be nice if deliberately changing the status of a claim to "unsent" or "hold" would remove the "date sent" that is entered automatically when the claim is created. The claim needs to be created in order to apply the insurance estimate to the account and bill the patient properly, but then you have to remember to delete the "date sent" manually if you want to hold the claim back until the seat date. Unless there's some other way to handle it.

The most automation we would do there would be to remind the user upon closing the form that they might have forgotten to delete that date. It's not generally a good idea to automate deletion of data.