In the Navigation panel of the Treatment Planner, right-click the default case and select Create Alternate Case. A dialog appears that allows you to enter a name for the alternate case and select the procedures that correspond to that case.
Full Answer
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.
How do I enter a procedure code in Dentrix?
Type a description for the procedure code in the Description text box. Note: The procedure description appears in most Dentrix modules, on insurance claims, billing statements, and various reports. Dentrix includes descriptions with each default procedure and abbreviates them as necessary. 5. Enter an ADA Code Name.
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 you add codes in dentrix?
Adding procedure codesIf you are not already viewing the correct location, select it on the Location menu.On the Settings menu, under Production, click (or tap) Procedure Codes & Conditions. ... On the Procedure Codes tab, click (or tap) Add Procedure Code. ... Leave Procedure code selected as the Code type.More items...•
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 you enter a treatment plan in dentrix?
Assign Treatment Plan Procedures to VisitsIn 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...•
How do I run a report by Procedure code in dentrix?
How To Run A Procedure Code Production ReportOpen Office Manager | Reports | Management | Practice Analysis Reports.Uncheck the following under Select Summary Reports. ... Under Production Summary, choose by Category or by Proc Code Range and select the codes.More items...•
How do I print unscheduled treatment in dentrix ascend?
On the Power Reporting page, click (or tap) the Unscheduled Treatment icon. The report appears. The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button.
How do I print unscheduled treatment plan in dentrix ascend?
0:332:41Unscheduled Treatment Plan Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd fill holes in your schedule to generate the report in the office manager from the reports menuMoreAnd fill holes in your schedule to generate the report in the office manager from the reports menu point to lists. And then click unscheduled treatment plans.
How do I post a treatment on 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 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 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 a procedure code analysis report?
The Procedure Analysis Report is an excellent tool for gathering comparative information about your clinic's production. This report will compare the procedures performed between two months or provide a Year to Date total, based on a fiscal or calendar year.
How do you check production in Dentrix?
To view the production totals by week or month, click (or tap) Production Totals in the upper-right corner. The Production Totals dialog box appears. On the Week tab, which is selected by default, totals for the week currently being displayed on the Calendar page appear.
How does Dentrix track production?
On the Calendar, click View and select Provider. Click Done. 2. Click the Show production link under the provider's name.
What is Dentrix treatment planner?
In the Dentrix Treatment Planner, treatment plans are organized into treatment plan cases. Treatment plan cases allow you to group your patients’ treatment plan procedures together into meaningful treatment options.
How to create alternate case in patient chart?
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. In the Navigation panel of the Treatment Planner, right-click the default case and select Create Alternate Case.
How to select more than one procedure?
Tip: You can select more than one procedure by pressing and holding the Ctrl key on your keyboard and then selecting each procedure.
Can you organize treatment plans into alternate cases?
You can organize treatment-planned procedures into alternate cases to provide patients with different treatment options in situations where the patient can accept one treatment plan or another, as in the case with Mr. Adder where he could have an implant or a bridge. When you separate different treatment options into different cases, you can present each option one at a time, causing less confusion for the patient.
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.
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