Treatment FAQ

how to present treatment plan for dental hmo

by Zora Funk Published 2 years ago Updated 2 years ago
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A good treatment plan presentation (verbal and written) is one that answers the patient’s questions. We dentists tend to focus on the how and why instead of the BENEFITS to the patient. Of course, we also have to cover alternative treatment options, risks vs. benefits, etc.

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How many different levels of dental care are there in treatment planning?

There are five levels on which people may choose to start in our practice.

What is treatment presentation?

During the Treatment Presentation When presenting treatment, you want to achieve understanding on the part of the patient. You want the patient to understand exactly what they need, why they need it, and the importance of getting it done now. Real understanding on the part of the patient leads to case acceptance.

How do I present a dental treatment plan?

3:006:26How to present dental treatment plans and why this ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe third thing I would say is to make sure you're doing this in an environment where you can reallyMoreThe third thing I would say is to make sure you're doing this in an environment where you can really have a conversation with a patient. Now. Again I do a ton of videos on this in front office rocks.

How do you enter a treatment plan in dentrix?

To order procedures by visit: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.More items...•

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...

Which instrument does the dentist or dental hygienist need during a periodontal screening?

A periodontal probe (small dental instrument) is gently used to measure the sulcus (pocket or space) between the tooth and the gums.

What should happen before the treatment plan is implemented?

1. Preclinical exam—Before the examination begins, it is important that the dentist or team member conducts a preclinical exam to understand why the patient is there, past experiences, desired changes, any problems occurring, and more. 2.

What can you have done at dentist?

10 Most Common Dental Procedures and How They Work1 – Teeth Cleanings.2 – Teeth Whitening.3 – Extractions.4 – Veneers.5 – Fillings.6 – Crowns.7 – Root Canal.8 – Braces/Invisalign.More items...

How do I post a treatment on dentrix?

Status - A completed, treatment-planned, or existing procedure. Procedure - The procedure performed or product sold. 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.

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 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.

Why is a treatment plan template important?

Keeping treatment plan templates for different scenarios will be super helpful for everyone in your office by saving you and your team tons of time.

When writing out recommended treatment on the plan, what should you include?

Include area of the mouth: when writing out recommended treatment on the plan, don’t just list teeth numbers . Patient doesn’t know teeth numbers, they may remember what you told them during the exam if you write out where the tooth is located in their mouth .

What to do at the end of a first visit?

At the end of the first visit, make sure to let the patient know how much they’ll be responsible for their next visit for whatever work you’re going to start in addition to finishing up the treatment plan – so there’s no surprises.

How many pages should a treatment plan be?

So break it up in phases and have them simply sign off at start of each phase. You can include a second page for Payment Schedule / Financial arrangement only – but a treatment plan should be one page.

What is a customized treatment plan?

Your customized treatment plan is a reinforcement of what should’ve been already discussed during your presentation before you present finances.

Can you charge a dentist when their insurance maxes out?

Make sure to follow your State’s rules when it comes to figuring out what you can charge the patient when their insurance maxes out. In New Jersey according to this patient’s insurance contract, as an in-network dentist, I’m still obligated to follow the insurance contracted fee for any procedures completed.

Can you upload a document to Google Docs?

You can also upload onto Google Docs and keep them on the cloud and edit/make copies for different patients .

What do you need to present a treatment plan?

Have Confidence. The second thing that you need at a treatment plan presentation is confidence. Patients are going to look at you and if you feel good about what you're presenting, they're going to say yes. Now, the key to confidence is simply preparation. Be prepared.

What is the first thing to do when designing a treatment plan?

When you are designing a treatment plan, you have to start with a complete exam and records. After that appointment, I like to add one appointment, what we call the review findings.

Can you make one treatment plan?

You'll get a yes , because you're basically presenting an idea that is the patient's own idea. And no idea sounds better than somebody's own idea.

What is dental treatment plan?

A dental treatment plan is like a very carefully considered protocol for dental offices. Each office is different and would have different protocols to deal with and address different types of oral health issues. However, most dental treatment plans would be customized based on each patient and their needs. In short, it is a comprehensive, overall look into what oral health issues are present, how they will be treated and what procedures are needed to fix these issues.

What is the goal of dental treatment?

The main goal of a dental treatment plan is so that oral health issues can be treated promptly. Another goal of this type of treatment plan is to make sure the patients become aware of their oral health situation so that they can take charge of making sure that optimal oral health is reached by each patient.

How to present treatment plan?

The first step is to get a written, detailed treatment plan from the doctor, including Phase One, Two and Three recommendations and alternatives clearly listed. Having current x-rays as a visual and educational tool during the presentation is also essential so the treatment coordinator can point out specific areas and discuss why the doctor has diagnosed the treatment. And, ideally, digital photographs using cosmetic imaging are incredible tools that show the patient what their smile could look like if they accepted treatment.

Why is it important to present your dental treatment and fee?

That’s why the treatment and fee presentation is critical to the success of your practice.

What payment options are available for patients?

Today, there are many payment options. Cash, cheque, and debit cards are the most common. Many practices allow patients to pay 50 percent of the treatment fee when the appointment is booked and the balance when treatment is complete. Other popular options include VISA and Mastercard.

What to say during a dental presentation?

You can say a lot just with your tone of voice. This person should have a strong knowledge of clinical dentistry and absolutely believe in the quality of dentistry that’s going to be delivered. Plus, they should speak in “lay man’s” terms so the patient clearly understands what is being said. The team member presenting should also be actively listening to the patient’s concerns and comments. The goal of the practice is to make it as comfortable as possible for the patient to have the very best dentistry available.

Why do you offer no interest payment plans?

And, offering no interest payment plans not only helps increase treatment acceptance, but can improve patient retention and loyalty by taking finances and unpaid bills out of the relationship . You get paid right away and there’s no responsibility to your practice if the patient is slow paying or defaults.

What do patients need to know about treatment?

Patients need to know the details about recommended treatment, including the advantages, reasons, and consequences of not completing treatment , before they will make a commitment to proceed. I find that patients often have questions about treatment, but are sometimes hesitant and uncomfortable asking the doctor. This is one of the reasons I recommend having a trained treatment coordinator handle the presentation of treatment and fees. Outside the clinical environment, in a private consultation room, they can review the doctor’s recommendations and costs with the patient and answer questions.

Why do you need a treatment coordinator?

I recommend using a trained treatment coordinator, because you will have a higher success rate when someone is an excellent communicator, and can comfortably and confidently present the financial protocol and treatment fees. In larger practices, there may be several people involved in the discussion of treatment and fees.

What is a good treatment plan presentation?

A good treatment plan presentation (verbal and written) is one that answers the patient’s questions. We dentists tend to focus on the how and why instead of the BENEFITS to the patient. Of course, we also have to cover alternative treatment options, risks vs. benefits, etc. We can do it in a patient-friendly way, though and still cover our bases.

What are the options for missing teeth?

So, if you can imagine a case where the patient may have missing teeth and others in need of restoration. Options might include: removable, traditional crown & bridge, and implants. Three basic options. Start there.

What is the heart of a written treatment plan?

The “heart” of my written treatment plan answers the patient questions of “how long and how many appointments?” Here’s an example of that:

Can you explain a PMS treatment plan?

A large treatment plan spit out by your PMS is impersonal and doesn’t answer patients’ questions about their treatment. Sure, you can explain it verbally to the patient face-to-face. But, when the patient goes home, the “significant other” may want an explanation. The patient, unable to relay all that information, will probably just hand over the PMS treatment plan printout. And, that’s not good! If you listen closely, you might even be able to hear the spouse yell out, “WTF!?!?” all the way across town.

Why should a dental assistant schedule be structured?

The schedule should be structured to allow the dental assistant to be with patients in the operatory rather than leaving them alone waiting for the doctor. Sterilization time, chart completion, and preparing for patient care should not be done during the patient’s treatment time. Patients want to feel well cared for.

How to increase acceptance of treatment?

The real secret to increasing treatment acceptance is to put your heart into your work. Be excited about the prospect of serving others and they will seek your help.

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