- From the Dentrix Chart, select the patient you are referring to another provider.
- Click File > Print > Referral Slip.
- Edit the Date Range fields to include all the dates that work was treatment planned for which you want to refer the patient.
- Add notes concerning the case to the Additional Notes field.
- Click Print to print the slip. Click Batch to send the slip to the Batch Processor.
- Open 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 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.
How do I create an alternate case in Dentrix?
You can tell which case is the default case because the case name appears in bold. When you select the procedures in the Create Alternate Case dialog box, you are telling Dentrix to add a duplicate copy of the procedures to the new alternate case. You should only check the procedures that both cases will have in common.
How do I print a treatment plan in dentrix ascend?
To print a copy of the treatment plan for the patient to take, click (or tap) Print. To return to the Treatment Planner page, click (or tap) Back to Treatment Planner.
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.
How do I update my 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...•
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 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.
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 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 you update all fees in dentrix?
Updating Fees by Procedure Code Locate the first code you want to update and click Edit. Highlight the fee you want to edit and click Edit Fee. Enter the desired fee amount and click the green check mark button. Repeat steps 3 and 4 for all fees you want to change.
How do I edit a case note template in dentrix?
To create (or edit) case note templates, open any patient's Treatment Planner, and from the lower-left corner, choose Settings (A). Then select Template Setup (B). Type a short Template Name (you will use this to find your template from a menu later), and in the Template Text field, the note. Click Add to save it.