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.
Full Answer
What practice resources can I set up in Dentrix?
Treatment plan case setup overview. When you post a treatment-planned procedure from the Patient Chart or the Ledger and if you have not created a default treatment plan case, Dentrix …
What happens when I link two cases in Dentrix?
Treatment Case Summary. • Set up the defaults for the types of treatment reports you want to use. (For example, one for hygiene treatment, one for cosmetic treatment, one with each of the …
How do I create an alternate case 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 …
How do I set the default treatment plan for a patient?
Multi-code setup. A multi-code allows you to post several procedures simultaneously by grouping together procedure codes that are typically recommended, scheduled, or completed at the …
How do I create a treatment plan in dentrix?
- 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.
Where is the treatment planner in dentrix?
How do I update my treatment plan in dentrix?
- 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.
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 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 I post a treatment in dentrix?
How do I add a fee schedule to dentrix?
- From 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.
How do I change the default fee schedule in dentrix?
- In 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.
What is Dentrix practice default?
To save time when entering patient information or performing certain tasks, Dentrix allows you to set Practice Defaults, including a default provider, operatory, billing type, and billing statement for each workstation.
What is a multi code?
A multi-code allows you to post several procedures simultaneously by grouping together procedure codes that are typically recommended, scheduled, or completed at the same time. Review the pre-set multi-codes and then decide If you want to add other multi-codes to meet your specific needs.
What is a dunning message?
Dunning messages. Dunning Messages are automatic payment reminders that print on each Billing Statement according to the account’s aged balance. Review the standard ready-to-use dunning messages and then decide if you need to add or edit any dunning messages to meet your needs.
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 alternat…
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