Click Procedure (+) to open the Enter Procedure dialog box. Enter the procedure details, such as the provider and procedure code. 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.
Where can I find the procedure description in Dentrix?
· Select the patient, and open his or her ledger. Click Procedure (+) to open the Enter Procedure dialog box. Enter the procedure details, such as the provider and procedure code. 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.
How do I create an alternate case in Dentrix?
· Click + Add Procedure to add more procedures, or click the X next to a procedure name to remove it from the list. You can associate the same procedure code with multiple consent messages. If you do this, ALL the procedure-specific messages will be included in …
What happens when I link two cases in Dentrix?
· In the Treatment Planner, expand the treatment plan case that contains the procedures to be assigned into visits. Select the procedure (s) to be included in the first visit and click the Create Visit button. Treatment Plan Case without visits Repeat step 2 for procedures to be assigned to the next visit.
How do I attach a treatment plan to an appointment?
For example, you could create a treatment plan case named Implant, add the required procedures, and then organize the procedures according to the visits required to complete the implant. Your patients can also use the cases you create to compare alternate treatment options, such as an implant versus a bridge. You can even create patient payment ...
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 you make multiple treatment plans in dentrix?
To create an alternate treatment plan:In 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.
How do I post a procedure in dentrix?
You can post a procedure or a charge for a product to a patient's ledger....Posting procedures (Ledger)On a patient's Ledger page, click (or tap) Procedure. ... Enter the procedure details, such as the rendering provider, ADA Procedure Code, and amount.More items...•
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 do I add a fee schedule to dentrix?
Fee Schedule SetupIn the Office Manager, select Maintenance | Practice Setup | Auto Fee Schedule Changes. ... Select the fee schedule you want to change by clicking the Select Fee Schedule search button.Select the desired procedure code range.More items...•
How do I send a pre auth on 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 create a procedure button in dentrix?
To customize a procedure button set:From the Patient Chart, click Setup > Procedure Button Setup. ... From the Button Set drop-down list, select the existing button set you'd like to customize.Click New to create a new procedure button for this set.More items...•
How do I change a procedure code in dentrix?
How To Add A New (Or Edit A) Procedure Code In DentrixFrom the Maintenance menu in the Office Manager, point to Practice Setup, and then click Procedure Code Setup.To add an ADA code, select a category under Procedure Code Category. ... Click New. ( ... Type a description for the procedure code in the Description text box.More items...•
How do I activate PT in dentrix?
On the results list, click (or tap) New patient appt. The options for the new patient's appointment become available. Enter the patient's name, birth date, select the procedures that are to be performed, and set up the other options as needed.
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.
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 .
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