You can quickly schedule appointments for the procedures in a patient's treatment plan. To schedule a treatment plan On the Tx Planner tab of a patient's clinical record, under Active, select a treatment plan. The procedures (arranged by visit) that are associated with the selected treatment plan appear.
Full Answer
How does the Dentrix treatment planner work?
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases.
How does Dentrix calculate deductible amounts?
By subtracting the Paid Benefits and Pending Estimates amount from the Annual Plan Benefits, Dentrix calculates the Est. Benefits Remaining YTD amount. The Deductible Owed/Total shows the deductible amount (s) and then indicates whether the deductible has already been applied.
Where can I find more Dentrix tips?
For more Dentrix tips, follow our weekly Tip Tuesday blog or “like” us on Facebook. You can also follow us on Pinterest where we’ve set up a collection of boards categorizing past tips.
What happens when I link two cases in Dentrix?
When you have two different cases created in Dentrix that contain different procedures to address the same problem, you can link those cases together and create treatment options. When the patient accepts one of the treatment options the other will be automatically rejected because they are linked together.
How do I post a treatment on dentrix?
Status - A completed, treatment-planned, or existing procedure. Procedure - The procedure performed or product sold. Click (or tap) in the box, begin typing the code or description of a procedure, continue typing as needed to narrow the results list, and then select the procedure to post.
How do you present a dental treatment plan?
3:006:26How to present dental treatment plans and why this presentation is so ...YouTubeStart of suggested clipEnd of suggested clipThe third thing I would say is to make sure you're doing this in an environment where you can reallyMoreThe third thing I would say is to make sure you're doing this in an environment where you can really have a conversation with a patient. Now. Again I do a ton of videos on this in front office rocks.
How do I update a treatment plan in dentrix?
To update treatment plan fees:In the Treatment Planner, click the Update Treatment Plan Fees button. ... In the Procedure Information tab, expand the Update Treatment Plan Fees For drop-down and select Current Patient or All Patients.More items...•
Where is the treatment plan in dentrix?
Viewing Treatment PlanIn the Treatment Planner, select a patient.Click the Primary Dental Insurance Notes button on the Treatment Planner toolbar to open the Primary Dental Insurance Note dialog box.
What should happen before the dental treatment plan is implemented?
Preclinical exam—Before the examination begins, it is important that the dentist or team member conducts a preclinical exam to understand why the patient is there, past experiences, desired changes, any problems occurring, and more.
How do I add notes to the treatment plan in dentrix?
To add the note to existing cases:Click the Treatment Plan Case Setup option at the top of the Navigation Panel.Select the case that needs a note.Select the Supporting Information option from the Navigation Panel. ( ... Using the Case Note Templates pull-down menu, choose the option (example: 'Signature')Click Insert.More items...
How do you complete the treatment in dentrix ascend?
On a patient's appointment card in the Chair, Checkout, or Complete section of the routing panel, do one of the following:If the rendering provider is different from the provider who is attached to the appointment, change the Provider, and then click (or tap) Complete.Click (or tap) Complete.
How do I send pre D in dentrix?
1st: Create and Send the Pre-Authorization To do this, from the Ledger, click Options > Treatment Plan. This will open the Treatment Plan View of the Ledger. If the patient has treatment-planned procedures on this page, you can simply select the line items and click on the insurance icon to batch the pre-authorization.
How do I reject a treatment plan in dentrix?
To delete procedures from a treatment plan case:Expand the treatment plan case by clicking the + symbol to see the list of procedures associated with that case.Select the procedure(s) to delete from the list, right-click and select the Delete Procedure(s) option.Click OK on the confirmation message that appears.
How do I print a treatment plan on dentrix?
How To Print A Treatment Plan Case ReportOpen the Treatment Planner. - From the Appointment Book, Patient Ledger or Chart, select a patient. - Click the Treatment Planner icon on the toolbar.Highlight the desired Case folder to be printed in Treatment Plan Case Setup.Choose File Print. ( or select the printer icon)
How do you use dentrix charting?
0:061:16Hard Tissue Charting on Dentrix - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you click on a tooth. And you're gonna do like a filling on a tooth. It the code's going to showMoreIf you click on a tooth. And you're gonna do like a filling on a tooth. It the code's going to show up here and then you can pick either existing other existing or treatment plan or complete it.
How do I get the toolbar back on dentrix?
Article Properties Open the Dentrix Module that is missing buttons. Right Click on the Button Bar area (the area where the buttons are normally displayed) and select Customize Toolbar... Under the Available Buttons area, control-click all the buttons you want to show. Click the ' > ' button. Click OK.
Why is scheduling an appointment for a treatment plan so convenient?
Scheduling an appointment for a treatment plan is very convenient because you can do so directly from the patient’s Treatment Planner. By selecting the case and then selecting which visit you’d like to schedule you are immediately taken to the Calendar to select an appointment time.
What happens when procedures are added to a visit?
If procedures are added to or removed from a visit, the appointment that they are attached to will be updated to reflect the current procedures in that visit . The appointment will reflect any updates that are made to the treatment plan.
What is Dentrix treatment planner?
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases. These options include dental insurance notes, insurance benefits, ...
How to prevent treatment planner from calculating insurance?
To prevent the Treatment Planner from calculating an insurance estimate that is more than the patient’s annual maximum, from the Treatment Planner menu bar, select Insurance and then click Use Dental Plan Maximums and Deductibles.
Ordering Procedures by Visit
Whether you are printing the treatment case or presenting it on-screen, it’s always a good idea to arrange the treatment plan based on priority and ordering visits for procedures.
Setting Case Severity
Another good tip when creating treatment plans is to set the case severity. The case severity is indicated by a red, yellow, or green light icon on the treatment case in the Treatment Planner to specify whether the treatment case severity is immediate, eventual, or optional.
Selecting Information in Treatment Planner View
You can select what type of procedure information is displayed when viewing the Treatment Planner: information such as entry date, procedure code, tooth number, and description. These options are found in the Treatment Planner’s View menu, under the Procedure Information option.
Customizing Info on Case Printouts
You can also select what procedure information is displayed on printed treatment cases. When you select Print Treatment Case, select the options you want to include, and then click Select Columns for additional information to print.
Understanding Treatment Plan Estimates
An exciting new feature in Dentrix G7.5 Update 2 provides detailed information about how Dentrix is calculating insurance estimates.
Learn More
For additional information, read “ Tips for Setting Up Treatment Plans .”
Linked Cases vs. Alternate Cases
Creating Linked Cases
- When you have two different cases created in Dentrix that contain different procedures to address the same problem, you can link those cases together and create treatment options. When the patient accepts one of the treatment options the other will be automatically rejected because they are linked together.
Creating Alternate Cases
- When patients have two or more different treatment options and they also have treatment that must be completed regardless of which treatment option they choose, you should create alternate cases for the treatment. The Create Alternate Case tool lets you copy treatment planned procedures to multiple cases, allowing you to create alternatives that each include non-optional …
Check Your Understanding
- Use the following case studies to check your understanding of working with alternate treatment cases in Dentrix. Discuss the following scenarios with your team and decide whether you should create multiple unrelated cases, create an alternate case, or link alternate cases: 1. Q: Keri Brown has a missing tooth. Dr. Jones recommends that she have an implant to replace the tooth, but s…
Learn More
- To learn more about creating treatment options in Dentrix, see the “Creating alternate cases” and “Linking alternate cases” topics in the Dentrix Help. For advice and ideas about increasing case acceptance, read “Increasing Treatment Acceptance and Getting Paid.” By Erin Brisk, Senior Editor