In the Treatment Planner, click the Settings button in the Navigation panel. In the Default Settings for New Cases group box, expand the Estimate Expires drop-down list and select the desired option. For additional information, see the Adding Supporting Information to a Case and Customizing Case Settings topics in the Dentrix Help.
How do I create an alternate case in Dentrix?
When setting up treatment plans for patients, make sure you are using these tools. Dentrix has awesome tools to help you provide high quality care to your patients. One of those tools is the Treatment Planner. You can use the Treatment Planner to provide your patients with treatment estimates. These estimates can include important information ...
What happens when I link two cases in Dentrix?
To customize case settings. 1. In the Treatment Planner, on the Navigation panel, open the Settings section. 2. Set up the following options: · Default Settings for New Cases. · Estimate Expires - Select the default expiration date for all cases: "1 year from current date," "3 months from current date," "1 month from current date," "Beginning of next calendar year," "Beginning of next …
How do I set the default treatment plan for a patient?
1. In the Treatment Planner, click the Update Treatment Plan Fees button. The Update Treatment Plan Fees dialog appears. 2. In the Procedure Information tab, expand the Update Treatment Plan Fees For drop-down and select Current Patient or All Patients. 3. In the Update Treatment Plan Procedures With group box, select the range of procedure codes to be updated and/or enter a …
How do I create treatment alternatives to my treatment plan?
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. Note: You can use CTRL + click to select multiple procedures at once. Click the Create Visit button.
How do I add notes to the treatment plan in dentrix?
- 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.
How do you customize dentrix?
- Right-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).
Where is the treatment plan in dentrix?
- In 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 you make multiple treatment plans in dentrix?
- 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 change a template in Dentrix?
...
Customizing clinical note templates
- Do one of the following: ...
- Select a clinical note template. ...
- Change the name and/or category of the template, and then change the note text and quick-picks (prompts) as needed. ...
- Click (or tap) Save.
How do I change a note template in Dentrix?
How do I send pre D in dentrix?
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 post a treatment in dentrix?
How do you use dentrix charting?
Linked Cases vs. Alternate Cases
- 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. When one linked case is accepted, the other ...
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