1. If you don’t already have the treatment plan open, from the Tx Planner tab of a patient’s clinical record, under the Active heading to the left, select a treatment plan. 2. The visits associated with the 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.
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 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.
What is the sequence of visits in a dental treatment plan?
As visits are created, the sequence of visits is visible in the treatment plan. In the example above, you can see that the root canal will be completed during the first visit, the amalgams will be completed during the second visit, and the core buildup will be completed during the third visit.
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 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 I print continue care in Dentrix?
You can access the Office Journal from the Continuing Care module, so you can keep track of the phone calls you make to each patient. You can print the list of patients who are overdue for continuing care by selecting File > Print.
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...•
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 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.
Where is the continuing care module in dentrix?
To access the Continuing Care module, from the Appointment Book, click the Continuing Care button. The Due Date Span indicates the date range showing in the current view.
How do I find broken appointments on dentrix?
You can use the Unscheduled List to manage your broken appointments and fill your schedule. To open the Unscheduled List, in the Appointment Book, select Appt Lists | Unscheduled List. From the Unscheduled List, double click the appointment to open the Appointment Information dialog.
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 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 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.
Where is the procedure information in the treatment planner?
These options are found in the Treatment Planner’s View menu, under the Procedure Information option.
What is the benefit of ordering procedures by visit?
Another benefit of ordering procedures by visit is that the administrative team will be able to see which visit should be scheduled next within the Appointment Information window.
Why is it important to have a treatment plan based on priority?
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. It can help your treatment coordinator to have a conversation with the patient about which procedures are the priority, and the patient will be able to see their portion of each visit either on screen or on the printed treatment case so that they can be financially prepared for each visit.
How to delete a visit in a treatment plan?
To delete a visit: In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel. Expand the treatment plan case with the procedures you have organized into visits. Select the procedure (s) in the visit you want to delete. Click the Delete Visit button.
How to see if a procedure is attached to an appointment?
From the Appointment Information dialog box, in the Reason group box, click the Tx button. This opens the Treatment Plan dialog box, which shows you a list of the treatment-planned procedures and the numbered order in which they should be scheduled. Click the visit number to be scheduled (this may include more than one procedure) and click Close. The procedure (s) now appear attached to an appointment in the Appointment Book.
How to order procedures in a treatment plan?
To order procedures by visit: 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. Select the procedure (s) to be included in the same visit.
How to move a treatment plan to another visit?
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. Repeat steps 3–4 to move any additional procedures to different visits. To delete a visit: In the Treatment Planner, click ...
Why do we order procedures by visit?
Ordering procedures by visit makes scheduling patient appointments more efficient and eliminates potential confusion between the clinical team and the front office team.
What does it mean when a patient comes into your office?
Sometimes a patient comes into your office and has, for lack of a better phrase, a whole mouthful of problems. You can see that there is a lot of work to be done, and that a lot of appointments will need to be made to get things where they should be. By treatment planning work to be completed and assigning procedures to visits while you are ...