Full Answer
What is the Dentrix treatment planner?
To view the patient’s insurance benefits: In the Treatment Planner, select a patient. Click the Insurance Benefits button on the Treatment Planner toolbar to open the Dental Insurance Benefits dialog box. The following information is shown in the Dental Insurance Benefits dialog box: In the Primary Insurance Plan field, you can see what ...
How do I create an alternate case in Dentrix?
May 15, 2019 · In the Settings panel, locate the Default Case Note Template menu. Select the template that contains the default information you created. Treatment Planner Settings Menu. Going forward each new treatment plan case you create will have this message automatically added to the case note.
What happens when I link two cases in Dentrix?
In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case. The Create Alternate Case dialog box appears. Enter a name for the alternate case, and select the procedures that correspond to that case.
How does Dentrix calculate deductible amounts?
1. In the Treatment Planner, select the treatment plan case you want to print and click Print> Print Treatment Case. 2. Check the options you want to include in the report. 43 Step 1: Select Options 3. Click the Select Columns button to choose which information to print on the report. 4. Click the Showor Hidebuttons as needed.
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...•Jan 1, 2013
How do I link cases in dentrix?
Click the Link Cases button and select Link Alternate Cases. The Linked Cases dialog box appears. Check the Onlay case and the Crown case. In the Recommended Case drop-down, select the case you want to recommend to the patient.
How do I add a case note in dentrix?
To set up case note templates:From the Office Manager, click Maintenance > Practice Setup > Custom Notes > Case Notes Setup.Enter the name of the template in the Template Name field.Enter the text of the note in the Template Text field. ... Click Add to add the template name and text you have just entered.Click Close.Feb 10, 2015
How do you customize dentrix?
Customizing the Appointment Book, Family File, Ledger, or Office Manager ToolbarsRight-click anywhere on the toolbar and select Customize Toolbar.The Customize Toolbar window is divided into two sections, Available Buttons (those not currently in use on the toolbar) and Toolbar Buttons (those currently in use).More items...•Jun 16, 2020
How do you make multiple treatment plans in dentrix?
Creating Alternate Treatment PlansIn the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case. ... Enter a name for the alternate case, and select the procedures that correspond to that case. ... Click OK to create the alternate case.May 26, 2012
How do I post a treatment in dentrix?
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.Aug 26, 2021
How do you add a signature to a 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 edit a case note template in Dentrix?
If you want to modify an existing template, select the template name, alter the Template Text, and click Modify to save the changes. Back in the Treatment Planner's Settings panel, locate the Default Case Note Template menu. Select the template that contains the default information you created.Nov 7, 2019
How do I run a practice advisor report in Dentrix?
To run the Practice Advisor report:Open the Office Manager.Select Analysis, then Practice Advisor (or click the Practice Advisor button).In the Practice Advisor dialog, click the Practice Advisor Report button.In the Practice Advisor Report dialog box, set the options for the data you want to populate the report.More items...•Jun 1, 2010
How do I get active patient list in Dentrix?
There are several ways to get a list of your active patients: The Patient List feature and Letter Merge....Click the blue arrow button.Review your filters. ... Next, add your data fields. ... Click the blue arrow button to advance to the next screen.Mar 23, 2020
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 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.
Can you link two Dentrix cases together?
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.
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.
Print Treatment Case Printing Options
Print - Select any one or all of the following: Treatment Plan Total, Finance Status, Patient Balance, Family Balance, Fee Expiration Date, Treatment Case Note, Graphic Chart, Patient Education, and Signed Consent Forms.
Patient Treatment Case Report Printing Options
Procedure Code Date Range - Select From and To and select the date range that you want to include. To leave the dates open-ended, select All Dates for either or both the From and To dates. Select Entry Date or Procedure Date to include procedures performed on a specific date.
Practice Treatment Case Report Printing Options
Select Patient - Click the From and To search buttons to select a range of patients to include. To include all patients, leave <ALL> in both fields.
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