how to delete old treatment plan on dentrix

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.

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What is the Dentrix treatment planner?

May 05, 2021 · Tip: To help you locate a plan quickly, in the Filter box, enter part or all of the plan/employer name or group number to filter the plan list so that it displays only those plans that match what you enter. The options for editing the insurance plan become available. Click (or tap) Delete. A confirmation message appears. Click (or tap) OK.

What should I do with my Dentrix database this year?

Tips for Managing Treatment Plans in Dentrix. 2 3 ... Adding fee expiration dates and updating treatment plan fees 5. Tracking treatment plan statistics and finding patients with outstanding ... • Don’t delete cases. Use case statuses to show where the treatment stands.

How do I purge an appointment in Dentrix?

From the Office Manager, click Maintenance > Reference > Insurance Maintenance. Click Purge. Select the plan you want to delete, and click Delete. Note: You can’t delete a plan if there are outstanding claims attached to that plan, so you’ll have to wait for all claims to clear before you can finish this step. 4- Purging Exported Files. Whenever you merge letters in Dentrix or export …

How do I delete procedures from a treatment plan case?

To create an alternate treatment plan: In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case. The Create Alternate Case dialog box ... Enter a name for the alternate case, and select the procedures that …

How do I delete 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.May 26, 2012

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...•Apr 28, 2009

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.Dec 31, 2015

How do you delete a procedure code in dentrix?

Deleting procedure codesIf you are not already viewing the correct location, select it on the Location menu.On the Settings menu, under Production, click (or tap) Procedure Codes & Conditions. ... On the Procedure Codes tab, select a procedure code. ... Click (or tap) Delete. ... Click (or tap) Delete.Jan 12, 2022

How do you update fees in dentrix?

Updating Fees by Procedure CodeFrom the Office Manager, select Maintenance | Practice Setup | Procedure Code Setup.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.More items...•Feb 5, 2010

How do I change the default fee schedule in 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...•Apr 7, 2009

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

0:113:26Default Treatment Plan Notes - YouTubeYouTubeStart of suggested clipEnd of suggested clipBook. And you find the option under settings here in the navigation panel. And will come up toMoreBook. And you find the option under settings here in the navigation panel. And will come up to template setup.

How do I send pre D in dentrix?

SolutionOpen the Ledger.Select Patient.Choose Ledger Options Treatment Plan. ... Add Procedure(s) ... Create Pre-Treatment Estimate. ... The pre-treatment estimate will be sent to the Batch Processor, and electronically sent to insurance or printed, depending on your Direct Print Options preferences.Apr 29, 2021

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 to purge insurance plans in Dentrix?

To purge an insurance plan: From the Office Manager, click Reports > Reference > Insurance Carrier List. Select the desired insurance group range. Uncheck Standard List, and check Include Subscribers. Click OK.

What happens if an insurance plan is not attached to a patient?

If an insurance plan is not attached to any patients, the # Subscribers section of the list will be zero. If there is a number in the # Subscribers section, the subscribers are listed. As needed, clear the insurance plan attached to patients: From the Family File, select a patient from the Insurance Carrier List.

How to clean up continuing care?

To clean up continuing care types: Determine which continuing care types you want to track. From the Office Manager, click Maintenance > Practice Setup > Continuing Care > Continuing Care Setup. Evaluate each of the continuing care types listed there and determine whether you want to track them.

How to clean up duplicate employers?

To clean up duplicate employers: F ind the duplicate employers in your database. Run the Employer List to find duplicate employers in your database. From the Office Manager, click Reports > Reference > Employer List. Use the Employer List to find duplicate employers.

How to see insurance plan information in Office Manager?

You can use the Insurance Maintenance utility in the Office Manager to see information about each insurance plan in your database from one list. Click Maintenance > Reference > Insurance Maintenance to open the utility. Click Ins Data, Cov Table, or Pmt Table to get more information about each plan.

What happens when two people enter the same insurance?

When two different people enter information for the same insurance plan, or when someone doesn’t verify whether a plan exists before entering it in the database, you wind up with duplicate insurance plans in Dentrix.

Can you purge appointments in Dentrix?

After your practice has been using Dentrix for several years, you can accumulate a large amount of data stored in the Appointment Book. You can purge the Appointment Book of data from several years ago to decrease the amount of data being stored in the Appointment Book and speed up your system. To purge appointments:

Can you have multiple continuing care types?

You can set up multiple continuing care types for which you control the name, the interval, the provider, and the time required. And you can customize these types on a per-patient basis, which means you only need to set up one continuing care type for each kind of continuing care you want to track.

Does Dentrix keep a log file?

Whenever you merge letters in Dentrix or export data from a letter merge or report, Dentrix keeps a log file of that export. It’s important to purge these exported files from your database on a regular basis, even daily. Having a large number of exported files can dramatically increase the size of your database.

How to delete a procedure from a treatment plan?

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.

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 to set a case as recommended?

To set a case as recommended, right-click the case and select Set as Recommended Case. To set a case as the accepted case, click the Update Case Status button and select Accepted. Note: When you set a case as Accepted, the other cases are automatically rejected.

How to search for a topic in Dentrix?

To search the Help files, from the Help menu in any Dentrix Module, click Contents, click the Search tab, type a search phrase or topic name, click List Topics, and then under Select Topic, double-click the topic name. Tip: To turn off the search highlights, press F5. Dentrix Resource Center.

How many reports are there in Dentrix?

There are over 125 different reports that can be generated in Dentrix. With so many report options, you need a reference guide that helps you know the kind of information included in each report. Whether you are looking for a report that tells you which patients have unused insurance benefits, or a report to help you analyze your practice goals, the Dentrix Reports Reference is an excellent resource designed to help your office find reports and decide why and when to use them.

What is Dentrix Resource Center?

The Dentrix Resource Center offers an online library of on-demand software training videos, downloadable product manuals, and a knowledgebase of technical support articles. Access is free for dental practices on a Dentrix Customer Service Plan. Log in today at www.dentrix.com/

What are your boss's most pressing objectives?

These essential gatherings provide the perfect opportunity to identify and plan for unexpected scheduling emergencies, discover where your doctors are double booked, see which team members might need some extra help, and assess your daily production goals. To make these meetings even more effective, make sure you use the Dentrix Daily Huddle Report. Like a good workout coach, this important tool shows you how well you’re tracking with your monthly goals, helps you rank your tasks, and shows you exactly what you need to accomplish every day to stay on track. To run the Daily Huddle Report, from the Office Manager’s Analysis menu, click Practice Advisor.

What does "flows nothing stands still" mean?

In other words, things are constantly in motion, and we can either passively let the current take us where it may, or we can be the captain and chart our own course. Either way, things are going to change.

How to split a primary insurance claim?

To split a primary insurance claim: 1. With a patient selected in the Ledger, from the transaction log, select the primary insurance claim you want to split. 2.

What is Henry Schein's business of dentistry conference?

Henry Schein’s Business of Dentistry Conference is a catalyst, a spark that will unite your team to think and work together as managers of a growing business, so you can focus on delivering the best in patient care.