
Step by Step Instructions:
- Propose treatment in Dentrix Treatment Planner
- Print Preview the selected treatment plan
- Use the Snipping Tool to screenshot your print preview screen
- Save Snipped Image to your desktop
- Now you will open Modento to start the process of Sending a Treatment Plan
- 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.
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.
What is a Dentrix payment table?
A Payment Table is created for each new group plan entered into Dentrix. The Payment Table collects information through the Itemize by Procedure payment entry process, and then uses that information to override the information entered in the Coverage Table.

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 create a treatment plan in dentrix ascend?
Creating treatment plansOn 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...•
What is a plan of treatment?
Listen to pronunciation. (TREET-ment plan) A detailed plan with information about a patient's disease, the goal of treatment, the treatment options for the disease and possible side effects, and the expected length of treatment.
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...
What is the difference between dentrix and dentrix ascend?
Is Dentrix Ascend just Dentrix on the Web? No. Dentrix Ascend is a completely new product, designed specifically as a Web-based application and with a new workflow that is very distinct from the original Dentrix application.
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 reject a treatment plan in dentrix?
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.
How do I add a fee schedule to dentrix?
Fee Schedule SetupIn 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.More items...•
How do you create a treatment plan?
Treatment plans usually follow a simple format and typically include the following information:The patient's personal information, psychological history and demographics.A diagnosis of the current mental health problem.High-priority treatment goals.Measurable objectives.A timeline for treatment progress.More items...•
What are some examples of treatment plans?
Examples include physical therapy, rehabilitation, speech therapy, crisis counseling, family or couples counseling, and the treatment of many mental health conditions, including:Depression.Anxiety.Mood disorders.Crisis and Trauma Counseling.Stress.Personality Disorders, and more.
How does a treatment plan look?
A treatment plan will include the patient or client's personal information, the diagnosis (or diagnoses, as is often the case with mental illness), a general outline of the treatment prescribed, and space to measure outcomes as the client progresses through treatment.
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.
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 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 ...

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