If you find that you do have multiple instances of the same insurance carrier entered in Dentrix, you should join the plans. Joining insurance plans merges two plans into one and moves all subscribers from one insurance plan to another plan. For example: You discover than an insurance plan has been added into Dentrix twice.
Full Answer
How do I join insurance plans in Dentrix?
To join these insurance plans, first close all open Dentrix modules on all computers in the network. Then open the Office Manager on one computer, and from the Maintenance menu select Reference > Insurance Maintenance. When the Insurance Maintenance dialog box appears, click the Join Plans button at the bottom of the window.
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.
What happens when I link two cases in Dentrix?
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.
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.
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How do I add secondary insurance to dentrix?
Creating secondary claims manuallyOn a patient's Insurance Claims page, select a primary (or secondary) claim that has a status of Payment Received. The Claim Detail dialog box appears.Click (or tap) Create Secondary Claim (or Create Tertiary Claim).Review and submit the secondary (or tertiary) claim.
How do I add a third insurance to dentrix?
There is not a way to create a Tertiary Insurance in DENTRIX....When payment arrives for the Tertiary Dental Insurance Claim, you can either:Enter it as payment to the 'Secondary Dental Insurance Claim' (which is actually the Tertiary Claim) on the ledger.Enter it as an other 'Additional Payment' to the Primary Claim.More items...
How do you present a dental treatment plan?
3:006:26How to present dental treatment plans and why this presentation is so ...YouTubeStart 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 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 add a deductible in dentrix?
Double-click the Insurance Block to open the Insurance Information dialog box. Click the Benefits/Coverage button. Click Deductibles/Maximums from the left margin. Edit the information as needed, and click Save to exit.
How do I reverse a claim on dentrix?
The patient's Ledger page opens.Click (or tap) a claim on one of the following pages: The Unsent Claims page. The Sent Claims page. A patient's Insurance Claims page. A patient's Ledger page. The Claim Detail dialog box appears.Click (or tap) Delete Claim. A confirmation message appears.Click (or tap) Delete.
How do I use dentrix 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. ... Click the Create Visit button.More items...•
What should happen before the treatment plan is implemented in a dental office?
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.
When is a treatment plan presented to the patient in dentistry?
It is during the sequencing stage that a dentist will flex their ability to handle complex issues and distill them into a comprehensive plan of action. To organize the stages into a proper sequence of treatments, a dentist should: Review the stages and the different treatments they plan to use.
How do I post a treatment in dentrix?
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 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.
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.
What is the primary insurance plan field?
In the Primary Insurance Plan field, you can see what insurance plan the patient has been assigned. If the patient has secondary coverage, the Secondary Insurance Plan field will list the patient’s secondary insurance plan.
Can you view the patient's insurance coverage?
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.
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.
What is Dentrix coverage table?
A coverage table can include a schedule of benefits declaring the maximum annual benefits for individuals as well as benefits for the entire family.
What happens if an insurance carrier does not appear on the carrier list?
If the insurance plan you want to delete does not appear on the list, a patient or outstanding claim is still attached to it. You must clear the plan from the patient’s Family File before you can delete it. To find the patient to which the plan is still attached, print the Insurance Carrier List for that plan.
How long does insurance last?
Another task in managing your insurance plans is resetting insurance benefits used. Most insurance plans are based on 12-month periods. While most insurance benefits expire at the end of each calendar year, individual insurance plans may have a different month in which their benefits reset.
Can Dentrix purge dental insurance?
As a safeguard, Dentrix only allows you to purge insurance plans that don’t have subscribers attached, and only after all claims for the plan have been received. Only those insurance plans that meet these criteria appear in the Purge Dental Insurance Plans dialog box.
Does joining an insurance plan affect claims?
Note: Joining insurance plans only changes the assigned insurance for the patient. It does not affect any claims previously created . Claims created in the future will use the new carrier information. Current open claims that have already been created will not be affected by the change.
Can Dentrix have duplicate information?
When multiple staff members enter patient information in Dentrix, there is a chance that duplicate information can be entered. This often happens with insurance plans. The problem is that when there are two different versions of the same plan in Dentrix, coverage table information could be different between the two plans, payment table overrides won't be consistent, estimates may not calculate accurately for one plan, etc.
Can you have multiple insurance carriers in Dentrix?
Because insurance carriers can be associated with different employers, be sure to enter employer information when applicable to help distinguish carriers with the same name. If you find that you do have multiple instances of the same insurance carrier entered in Dentrix, you should join the plans.
Creating an Alternate Treatment Plan Case
To create an alternate case, post the procedures associated with each of the patient’s treatment options in the Patient Chart. Then, open the Treatment Planner. When you open the Treatment Planner, all treatment-planned procedures for the selected patient are placed in the default case.
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.
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