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.
- 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.
What is the Dentrix treatment planner?
Consider a patient, for example, whose treatment for a missing tooth could include either an implant or a bridge. With the Dentrix Treatment Planner module, treatment plans are organized into cases, which are made up of your patient’s treatment plan procedures all grouped together.
Where can I find more Dentrix tips?
For more Dentrix tips, follow our weekly Tip Tuesday blog or “like” us on Facebook. You can also follow us on Pinterest where we’ve set up a collection of boards categorizing past tips.
How does Dentrix calculate deductible amounts?
By subtracting the Paid Benefits and Pending Estimates amount from the Annual Plan Benefits, Dentrix calculates the Est. Benefits Remaining YTD amount. The Deductible Owed/Total shows the deductible amount (s) and then indicates whether the deductible has already been applied.
How do I create an alternate case in Dentrix?
You can tell which case is the default case because the case name appears in bold. When you select the procedures in the Create Alternate Case dialog box, you are telling Dentrix to add a duplicate copy of the procedures to the new alternate case. You should only check the procedures that both cases will have in common.
Where is the treatment planner in dentrix?
On the Patient menu, under Clinical, click (or tap) Treatment Planner. On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Treatment Plan box.
How do I update my 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 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 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 you complete the treatment in dentrix ascend?
On a patient's appointment card in the Chair, Checkout, or Complete section of the routing panel, do one of the following:If the rendering provider is different from the provider who is attached to the appointment, change the Provider, and then click (or tap) Complete.Click (or tap) Complete.
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.
How do I chart conditions in dentrix?
On the Chart tab of a patient's clinical record, select one or more teeth. Click (or tap) Add Condition to select the appropriate condition, surfaces (if applicable), and provider in the Add Condition dialog box.
How do you run unscheduled treatment in dentrix?
To generate the Unscheduled Treatment Plans List:From the Office Manager, click Reports > Lists > Unscheduled Treatment Plans.Select a range of patients to include on the list and which patient status(es) to include.More items...•
How do I create a patient chart in dentrix?
0:415:08Creating a New Patient Account (Single Subscriber) - Part 1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow enter the patient's information if the patient is older than 18. Then you will want to fill inMoreNow enter the patient's information if the patient is older than 18. Then you will want to fill in the title. And select print title on statements. Now you want to update the patient's status gender.
How do you make clinical notes?
Creating Clinical Note TemplatesGo to Manage.Click Clinical Templates under Clinical.Click Create Template on the bottom right corner of your screen. ... Give the Template a Title.Select a Discipline for the Template. ... Select the Locations for which this Template can be used.
How do I change clinical notes in dentrix?
If you need to alter the clinical note after it has been locked into history, the only way to do this is with an addendum. The addendum is attached directly to the original note with the date the addendum was added. After you have saved the addendum, it is also locked into History and cannot be altered or deleted.
How do I edit a clinical note template in dentrix?
On the Settings menu, under Patient Care, click (or tap) Clinical Note Templates....Customizing clinical note templatesDo 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 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.
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 .
How to create alternate cases in patient chart?
To create alternate cases: In the Patient Chart, treatment plan the composites, all of the procedures for the implant, and all of the procedures for the bridge. The procedures will be added to the patient’s default case in the Treatment Planner. Right-click the default case and select Create Alternate Case.
How to unlink a case in a treatment plan?
To unlink cases, in the Treatment Plan Case Setup section of the Navigation panel, select one of the cases you want to unlink and click the Link Cases button, and select Unlink Selected Case from the menu.
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.
What does the star on Dentrix mean?
A star on the link symbol indicates the recommended case. Dentrix automatically assigns a recommended case, but you can change that as needed. The case you set as the recommended case should be the treatment alternative that you believe provides the best care for the patient’s dental condition.
How to change the recommended case in a patient chart?
To change the recommended case, right-click the desired case and click Set as Recommended Case. Only the treatment-planned procedures within the recommended case show in the Patient Chart, which means that when you are viewing a patient’s treatment procedures visually you will only see the options for the recommended case.
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 order procedures in a treatment plan?
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.
How to delete a visit in a treatment plan?
To delete a 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 have organized into visits. Select the procedure (s) in the visit you want to delete. Click the Delete Visit button.
How to move a treatment plan to another visit?
Expand the treatment plan case with the procedures you want to organize into visits. Right-click a procedure for which you want to change a visit. Select the visit to which you want to move the procedure. Repeat steps 3–4 to move any additional procedures to different visits. To delete a visit: In the Treatment Planner, click ...
What is Dentrix treatment planner?
The Dentrix Treatment Planner allows you to view several options that make presenting treatment cases easier and more effective. These options give your patients additional information about their treatment plans and may help patients decide to accept the treatment cases. These options include dental insurance notes, insurance benefits, ...
How to prevent treatment planner from calculating insurance?
To prevent the Treatment Planner from calculating an insurance estimate that is more than the patient’s annual maximum, from the Treatment Planner menu bar, select Insurance and then click Use Dental Plan Maximums and Deductibles.
Ordering Procedures by Visit
Whether you are printing the treatment case or presenting it on-screen, it’s always a good idea to arrange the treatment plan based on priority and ordering visits for procedures.
Setting Case Severity
Another good tip when creating treatment plans is to set the case severity. The case severity is indicated by a red, yellow, or green light icon on the treatment case in the Treatment Planner to specify whether the treatment case severity is immediate, eventual, or optional.
Selecting Information in Treatment Planner View
You can select what type of procedure information is displayed when viewing the Treatment Planner: information such as entry date, procedure code, tooth number, and description. These options are found in the Treatment Planner’s View menu, under the Procedure Information option.
Customizing Info on Case Printouts
You can also select what procedure information is displayed on printed treatment cases. When you select Print Treatment Case, select the options you want to include, and then click Select Columns for additional information to print.
Understanding Treatment Plan Estimates
An exciting new feature in Dentrix G7.5 Update 2 provides detailed information about how Dentrix is calculating insurance estimates.
Learn More
For additional information, read “ Tips for Setting Up Treatment Plans .”
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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