What is the Dentrix treatment planner?
Mar 11, 2022 · Because a treatment plan is also a financial discussion, you may wish to include language—the disclaimer—that helps the patient make an informed decision. A custom disclaimer reflects the policies unique to your location. Dentrix Ascend allows you to create two distinct …
What happens when I link two cases in Dentrix?
May 15, 2019 · Treatment Planner Settings Menu. Select Template Setup. Type a short Template Name (you will use this to find your template from a menu later), and in the Template Text field, the note. Click Add to save it.
How do I create an alternate case in Dentrix?
In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case. The Create Alternate Case dialog box appears. Enter a name for the alternate …
How does Dentrix calculate deductible amounts?
• The patient is reminded of your recent treatment conversation and has time to consider the options 1. Assigning case statuses and entering case notes 2. Customizing the information on …
How do I add notes to the treatment plan in dentrix?
How do I add a signature line to a 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 I edit a case note template in dentrix?
How do I post a treatment in dentrix?
How do I edit a dentrix template?
- 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 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).
How do you use dentrix charting?
How do I create a new patient appointment on dentrix?
How do I submit a preauthorization on 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.
Viewing Primary and Secondary Insurance Notes
If you have been careful about noting exclusions and insurance plan limitations in the insurance plan note, you can view this information from the Treatment Planner. Plan notes can provide helpful information about exceptions to coverage that a patient may not be aware of.
Viewing Patient Insurance Benefits
As you discuss financial considerations of a treatment plan, you may want to view the patient’s insurance coverage, but don’t want to switch to the Family File. You can view summary information of the patient’s coverage from the Treatment Planner.
Using Dental Plan Maximums
The Treatment Planner provides insurance estimates and patient portions for the patient. These estimates are solely based on the set up of the coverage and payment tables in the Family File. You have the option to have the Treatment Planner consider the patient’s yearly maximum.
