How do I change a treatment plan in dentrix?
To edit visits:In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel.Expand the treatment plan case with the procedures you want to organize into visits.Right-click a procedure for which you want to change a visit.Select the visit to which you want to move the procedure.More items...•
How do you make multiple treatment plans in dentrix?
Creating an Alternate Treatment Plan Case In the Navigation panel of the Treatment Planner, right-click the default case and select Create Alternate Case. A dialog appears that allows you to enter a name for the alternate case and select the procedures that correspond to that case.
How do you run unscheduled treatment in dentrix?
To generate the Unscheduled Treatment Plans List:From the Office Manager, click Reports > Lists > Unscheduled Treatment Plans.Select a range of patients to include on the list and which patient status(es) to include.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.
How do I send a pre auth on 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 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 print unscheduled treatment in dentrix ascend?
On the Power Reporting page, click (or tap) the Unscheduled Treatment icon. The report appears. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button.
How do I print broken dentrix appointment list?
Currently DENTRIX cannot create a list of broken appointments separately from the Unscheduled List (which includes both the 'broken' and 'will/call' status.)...Go to Family File Office Journal View Filters.Check “Broken Appointments” ONLY.Enter date range if desired under “Entries Dated After…”Click OK .File Print.
How do I print a continuing care list from dentrix?
You can print the list of patients who are overdue for continuing care by selecting File | Print....To find patients that are overdue for continuing care:Open the Appointment Book.Click the Continuing Care Button to open the Continuing Care module.In the Continuing Care module, click Views. Select Overdue.
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 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 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.
What is Dentrix treatment planner?
With the Dentrix Treatment Planner module, treatment plans are organized into cases, which are made up of your patient’s treatment plan procedures all grouped together.
Why do you need to create an alternate treatment plan?
For reasons such as financial cost or insurance coverage limitations, it may be necessary to create alternate treatment plan options for your patients so they can choose to accept one treatment plan or another. Consider a patient, for example, whose treatment for a missing tooth could include either an implant or a bridge.
How to create alternate case in Treatment Planner?
In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case.
Can procedures be deleted from alternate case?
Procedures that were added to the alternate case are still part of the original default case as well, and should be deleted from the default case if they are not relevant to that course of treatment. To delete procedures from a treatment plan case:
How to delete a form in a treatment planner?
1.In the Treatment Planner, click the Settingstab. 2.Click Newto create a new form, select a form and click Editto edit it, or select an existing form and click Deleteto delete it.
Why are patients more likely to accept treatment?
Patients are more likely to accept treatment if they know and understand the treatment necessity and price estimates involved.
How to check cast status on a symlink?
1. Click the Case Status History button. 2. Hover over a status to view the full status note. Note: You can also update the current cast status from here, but you don’t have the option to change the date.
How does Dentrix work?
Dentrix makes it easy for you to create and manage treatment alternatives in the Treatment Planner by linking alternate treatment recommendations together or creating alternate cases. In order to create alternative treatment cases, you must first add both sets of procedures to the patient’s treatment plan.
Why is Dentrix important?
Dental consultants stress the importance of offering patients treatment alternatives as an integral part of the dental office’s responsibility to gain informed consent. Plus, you may find it helpful to give patients options when their preferences don’t align with your preferred or recommended treatment. Dentrix makes it easy for you to create and manage treatment alternatives in the Treatment Planner by linking alternate treatment recommendations together or creating alternate cases .
How to rename a case in a symlink?
Right-click the default case and select Rename Case. Rename the default case to Implant.
Can you uncheck composite procedures?
Uncheck everything except the composite procedures since those are the only procedures that will be in both cases .
How to create alternate cases in patient chart?
To create alternate cases: In the Patient Chart, treatment plan the composites, all of the procedures for the implant, and all of the procedures for the bridge. The procedures will be added to the patient’s default case in the Treatment Planner. Right-click the default case and select Create Alternate Case.
What is Jesse Doyle's treatment plan?
Jesse Doyle has several procedures in his treatment plan including some composite restorations and treatment alternatives for a missing tooth. Dr. Smith wants to present Jesse with two treatment alternatives for the missing tooth: an implant and a bridge. The implant case should include an implant and an abutment on #29, and the bridge case should include retainer crowns on #28 and #30 and a pontic on #29. Jesse also needs two fillings, so both cases should include a DO composite on #3 and an ML composite on #5.
How to unlink a case in a treatment plan?
To unlink cases, in the Treatment Plan Case Setup section of the Navigation panel, select one of the cases you want to unlink and click the Link Cases button, and select Unlink Selected Case from the menu.
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