Hi, most dental offices have a custom insurance form which they will have someone fill out from insurance (either through a portal, fax or phone) and then they manually enter that data in Open dental 's insurance module. I find that most errors come from the transfer of the info into open dental either because they're not familiar with it or lack attention to detail. This causes the estimates given to the patients to be off and creates a collection issue if they need to chase down payment or give a refund.
I'm curious what would be the detailed steps/process in order create a program or use a custom PDF with drop down boxes and then it will automatically enter that information into open dental, kind of like a macro. I'm surprised no one has made anything like this as companies have the forms that patients can enter and then will auto populate that into open dental so it doesn't seem that difficult.
Thanks!