To add a treatment-planned procedure, click the Status dropdown, and select Tx Plan. Enter any additional required information, for example a tooth number and surfaces, and click Save.
- 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. ...
- Click the Create Visit button.
How do I inactivate a Dentrix provider?
If you’re using Dentrix G7.4 or later versions, you can use the Inactivate Provider feature to streamline the process of inactivating a provider. First you must select a replacement provider for the provider you are inactivating.
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.
Why do I need to make a credit adjustment in Dentrix?
This allows you to catch errors quickly and take steps to correct them in a timely manner. Features added in Dentrix G7.3 have made the process of making adjustments easier to do. When you are making a credit adjustment, only the credit adjustment types will be available to select from.
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 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 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 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 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.
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.
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 update all fees in dentrix?
Updating Fees by Procedure Code Locate the first code you want to update and click Edit. Highlight the fee you want to edit and click Edit Fee. Enter the desired fee amount and click the green check mark button. Repeat steps 3 and 4 for all fees you want to change.
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.
How to navigate between teeth?
To navigate between teeth, click (or tap) a Th. Alternatively, click (or tap) Back and Next.
How to include inactive patients in search results?
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Can you add a note to a patient's history?
Although pre-existing procedures are clearly marked with the status of “Existing” in the patient’s progress notes, it is always a good idea to add a note to the patient’s history with any prior information. If no teeth are selected, only those procedures that apply to the full mouth can be selected in the chart.
Can you document dental procedures in your system?
Sometimes a new patient will come to you with procedures performed by another clinic or provider. You should document these procedures in your system as part of the patient’s comprehensive record. Dentrix Ascend makes it easy for your clinician to quickly document pre-existing dental procedures in a patient’s chart.
What is Dentrix treatment planner?
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 to create alternate case in Treatment Planner?
In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case.
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 .
What percentage of Dentrix is covered?
In the Coverage Table, you enter the percentage amount that represents your best estimate of how much the insurance plan will reimburse of the patient’s charge amount (fee schedule). By default, Dentrix uses a standard indemnity coverage breakdown with Diagnostic/Preventive services covered at 100%, Restorative services covered at 80%, and major work covered at 50%. These percentages can be customized for each separate insurance group plan.
What is a payment table in Dentrix?
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.
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