The cleanest way to set up a new patient discount is to create a fee schedule called “New Patient Discount” – by copying your standard fees, saving with the new name and then changing the specific procedure codes included in your new patient visit to the discounted fee.
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.
What happens when I link two cases in Dentrix?
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.
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.
How do I create treatment alternatives to my treatment plan?
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 alternatives to each other.
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 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.
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.
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.
What does the star on Dentrix mean?
A star on the link symbol indicates the recommended case. Dentrix automatically assigns a recommended case, but you can change that as needed. The case you set as the recommended case should be the treatment alternative that you believe provides the best care for the patient’s dental condition.
How to change the recommended case in a patient chart?
To change the recommended case, right-click the desired case and click Set as Recommended Case. Only the treatment-planned procedures within the recommended case show in the Patient Chart, which means that when you are viewing a patient’s treatment procedures visually you will only see the options for the recommended case.
