Treatment FAQ

how do i change the insurance portion on a treatment plan in dexis

by Lauren Corwin Published 2 years ago Updated 2 years ago

What's new in DEXIS patient administration?

Mar 11, 2022 · Because a treatment plan is also a financial discussion, you may wish to include language—the disclaimer—that helps the patient make an informed decision. A custom disclaimer reflects the policies unique to your location. Dentrix Ascend allows you to create two distinct disclaimers: one for insured patients, and one for the uninsured.

How do I change the patient's insurance plan in Dentrix?

Before installing your DEXIS software, please change your display settings to best view the DEXIS screens. 1. Go to: “Start”, then “Settings” and click on “Control Panel”; double-click on the “Display” icon to open the Display Properties screen; click on the “Settings” tab at the top.

How do I Change my DEXIS preferences?

You can select a row and change the coverage amount and deductible category that apply to the range of codes. If the groupings of procedures are too broad, you can use the new Split option to divide a row into more specific groups of codes, and then edit the coverage for those procedure groups. Click here to learn about managing the coverage table.

What to do if your health insurance plan changes?

Type “C:\dexis\temp” into the “to” box. Click on DEXIS (.DEX) Format. Select desired images by checking the boxes next to the image names, click on Export Images. Open the correct patient screen and click on the Import icon. Verify that the same location, “C:\dexis\temp” is listed in the “from” box. Click on the file name(s),

How do I edit a treatment plan in dentrix?

To edit visits:
  1. In the Treatment Planner, click the Treatment Plan Case Setup button in the Navigation panel.
  2. Expand the treatment plan case with the procedures you want to organize into visits.
  3. Right-click a procedure for which you want to change a visit.
  4. Select the visit to which you want to move the procedure.
Jan 1, 2013

How do I use the treatment plan in dentrix ascend?

Do one of the following:
  1. On the Patient menu, under Clinical, click (or tap) Treatment Planner.
  2. On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.
Feb 25, 2022

How do I add notes to the treatment plan in dentrix?

To add the note to existing cases:
  1. Click the Treatment Plan Case Setup option at the top of the Navigation Panel.
  2. Select the case that needs a note.
  3. Select the Supporting Information option from the Navigation Panel. ( ...
  4. Using the Case Note Templates pull-down menu, choose the option (example: 'Signature')
  5. Click Insert.

Where is the treatment plan in dentrix?

Viewing Treatment Plan
  1. In the Treatment Planner, select a patient.
  2. Click the Primary Dental Insurance Notes button on the Treatment Planner toolbar to open the Primary Dental Insurance Note dialog box.
Dec 31, 2015

What is the difference between dentrix and dentrix ascend?

Is Dentrix Ascend just Dentrix on the Web? No. Dentrix Ascend is a completely new product, designed specifically as a Web-based application and with a new workflow that is very distinct from the original Dentrix application.

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 I change case notes in dentrix?

You can also create or modify case note templates in the Office Manager. From the Maintenance menu, select Practice Setup > Custom Notes > Case Notes Setup.Nov 7, 2019

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 get the toolbar back on dentrix?

Article Properties
  1. Open the Dentrix Module that is missing buttons.
  2. Right Click on the Button Bar area (the area where the buttons are normally displayed) and select Customize Toolbar...
  3. Under the Available Buttons area, control-click all the buttons you want to show.
  4. Click the ' > ' button.
  5. Click OK.

What is Dentrix coverage table?

The coverage table is where Dentrix looks to determine insurance estimates. The main functionality of the coverage table hasn’t changed much in this new version of Dentrix. You can now select another insurance plan and copy the coverage table from it to this plan, which can save time and reduce the amount of manual date entry needed to create or update plans. Each row of the coverage table represents a range of procedure codes and the coverage percentage that will be applied to the procedure fee to determine the estimated insurance portion.

Where is the insurance benefit window in Dentrix?

The new Insurance Benefits and Coverage window is a single, central location you can open in Dentrix to see the insurance information you are looking for. It is divided into major sections that are accessible via tabs along the left side of the window.

Is it hard to keep track of dental insurance?

It seems that no two are alike! Each dental plan has their own unique coverages, limitations, exceptions, and exclusions. It can be hard to keep track of everything, especially when your practice deals with hundreds of them. In the past, in order to keep track of ...

What is Dentrix G7.4?

Dentrix G7.4 makes it easier than ever to manage your insurance data in a single, central location, by providing specific fields for data that was previously stored in various places within the software. By using the new Dental Insurance Benefits and Coverage window, the dental team can now easily manage and reference specific insurance details related to frequency limitations, downgrades, waiting periods and much more.

How is a transitional care request reviewed?

Requests are reviewed by the insurer's staff in consultation with the medical director. After the review is complete, you will receive a letter confirming whether your request for coverage under transition of care has been approved. You can continue to see your doctors for a transitional period only.

What are some examples of transition of care?

Here are examples of situations that are likely to qualify for transition of care and allow you to remain with your original doctors or other providers even when they are no longer in your health plan: Chemotherapy or radiation therapy. Out-patient intravenous therapy for a resolving condition.

How many weeks pregnant do you have to be to get transition care?

There are some caveats to be eligible to apply for transition of care for pregnancy: You need to be at least 20 weeks pregnant unless your state or plan requirements are different. Or, you are less than 20 weeks but are considered and documented to be high risk by your providers.

What is the treatment for mental illness?

Treatment for a mental illness or for substance abuse. Post-surgical care. An organ or bone marrow transplant. If your transition of care request is granted, you will be able to continue to see the health care providers who started your treatment.

Where to find Dentrix coverage table?

You can access the Dentrix coverage tables from the Family File or the Office Manager. In the Office Manager, from the Maintenance menu, point to Reference, and then click Insurance Maintenance to display the Insurance Maintenance dialog box.

How accurate is Dentrix coverage table?

However, the coverage table is only as accurate as the information you put into it. For example, let’s say you’re presenting a treatment plan for a three-surface composite restoration to a patient whose insurance plan covers 80% of surface restorations after the deductible. If you leave the coverage percentage for all surface restorations at 80% in the coverage table, then the patient portion estimate for a three-surface composite will be exactly 20%. If the system isn’t set up to apply a deductible to this procedure, it won’t apply a deductible and your estimate will be much lower than what the patient will actually pay.

Can Dentrix be used to verify coverage?

You can use the Dentrix Insurance Manager to verify patient eligibility is still the same if you previously obtained coverage information. Setting up your coverage tables is an important step in maintaining an insurance system, and you need to diligently keep insurance information accurate and up to date. By making the proper time investment up ...

What are the different types of deductibles in insurance?

In the Insurance Coverage dialog box, you can set up three types of deductibles: Standard, Preventive, and Other. For each of these deductible types, you can enter a lifetime deductible as well as annual individual and family deductibles. You can also specify an annual maximum benefit for the individual and the family.

What happens when you delete a patient?

· When deleting a patient, the Family File now checks to see if the patient record includes any signed documents, clinical notes, questionnaires, or Document Center Files and asks if you want to continue if any of these are found.

Does printing a billing statement update the last statement date?

· Printing a Billing Statement from the Print Preview dialog box does not update the Last Statement Date field in the Ledger or the Office Journal. This has been fixed.

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