How do I use dentrix treatment plan? 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.
Full Answer
What is the Dentrix treatment planner?
Consider a patient, for example, whose treatment for a missing tooth could include either an implant or a bridge. 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.
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.
What is a Dentrix payment table?
A Payment Table is created for each new group plan entered into Dentrix. The Payment Table collects information through the Itemize by Procedure payment entry process, and then uses that information to override the information entered in the Coverage Table.
How does Dentrix calculate the UCR for insurance companies?
The amount that an insurance company will pay as its UCR amount is the most important figure that Dentrix must determine in order to calculate an accurate insurance estimate. Dentrix uses three main resources to estimate the UCR fee for each insurance group: the Fee Schedule, Coverage Table and Payment Table.
How to delete a procedure from a treatment plan?
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.
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 does Dentrix work?
Dentrix uses the Fee Schedule, Coverage Table, and Payment Table to determine the insurance estimate amount. The following flowchart can help to determine which amount the patient should pay. Remember that Dentrix is keeping track of how much of the maximum benefit the patient/family has used during the year.
What does Dentrix do when the amount of insurance is less than the estimated amount?
If the amount of benefits remaining is less than the estimated insurance portion, Dentrix will override its calculation and assign the benefits’ remaining amount as the insurance portion .
Can you manually assign a fee schedule to a patient?
You can manually assign a fee schedule to a patient in the Family File Patient Information. Note: You should use the patient fee schedule option if the patient is assigned a special fee schedule for any reason other than insurance (for example, the patient is an employee or family member).
Linked Cases vs. Alternate Cases
- Once you have added all alternatives to the treatment plan you can create treatment alternatives in one of two ways: by linking cases or by creating an alternate cases. By linking cases, you connect two treatment cases together in the Treatment Planner so that they function as alternat…
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