We’ve designed new features to make your eligibility workflow smoother and more efficient. To access the new workflow, you must upgrade to Dentrix 24.16 or higher. If you are using Dentrix 23.4 or higher, you can turn on automatic updates. Otherwise, please schedule an upgrade with Dentrix Technical Support.

For existing customers, this will replace the eligibility request feature inside eCentral Insurance Manager, which requires eSync and WebSync. Claims tracking will still take place in eCentral. See the Next Steps section below for simple steps to get set up.

What’s New?

We’re simplifying the process of requesting insurance eligibility information with an integrated and automated workflow–all within Dentrix. You’ll receive reliable, timely responses from top insurance payers, all in a standardized form that’s automatically saved to the Document Center.

More accurate, detailed, and faster eligibility responses help your staff provide patients with clear coverage details, enabling quicker treatment decisions.

Key Features

• Stay in Dentrix: No more logging into eCentral.
• Higher rates of successful responses from payers.
• Real-time eligibility checks up to seven days before the patient appointment.
• Standard reports automatically saved to the Document Center and accessible from the Appointment Book.
• Writebacks to coverage tables for deductibles, maximums, and coverage percentages.
• Color-coded eligibility icons that easily indicate the patient’s eligibility status in the Appointment Book and the Family File.

Go beyond the standard eligibility response with Eligibility Pro:

Payers choose what data to provide you through Eligibility Essentials, and sometimes, that isn’t enough. That’s why we’ve added Eligibility Pro to go further in finding the data you need.

• Advanced Searches: Our API scours full insurance portals, pulling in detailed data beyond traditional electronic responses, like patient history, frequency limitations, and procedure code level coverage percentages.
• Broader Coverage: Works with more payers and provides greater access to additional data.
• Flexible Payment Options:
  • On-Demand: Pay $3.00 per request with no commitment.
  • Subscription: Choose a monthly package for a lower cost per request. To learn more, please call 1-866-955-5694.

Next Steps

1. Eligibility Essentials will roll out to customers between September and the end of November 2024. You will receive an email from Henry Schein One the week the upgrades are available for your practice. If you have questions about the timing, please call us at 1-866-955-5694. Eligibility Pro On-Demand will be enabled with Eligibility Essentials.
2. To access the new workflow, you must upgrade to Dentrix 24.16 or higher. If you are using Dentrix 23.4 or higher, you can turn on automatic updates. Otherwise, please schedule an upgrade with Dentrix Technical Support.
3. If you have not sent claims through Dentrix in the last 30 days, you may need to verify your eTrans account. If you have sent claims in the last 30 days, you can skip this step.
4. Acquaint yourself with the new eligibility workflow by reviewing the Eligibility Essentials Quick Start Guide.