How do I use dentrix 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.
Full Answer
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.
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 do treatment plans in dentrix?
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...•
Where is the treatment planner in dentrix?
5:441:35:36Dentrix Treatment Planner Module - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo wherever you see the chair icon indent ryx that's where you'll be able to access the treatmentMoreSo wherever you see the chair icon indent ryx that's where you'll be able to access the treatment planner module. So it's very commonly used from within the patient's chart. So you're in the patient's
How do you use dentrix patient chart?
On the Chart module tool bar, click the Chart Notations icon and then click Edit Notations. The Dentrix Notations palette appears. Select the color and size of pen you want, such as a Fine Point Pen. Use your mouse to freehand draw on the tooth in the Patient Chart.
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 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 get the toolbar back on dentrix?
Article Properties Open the Dentrix Module that is missing buttons. Right Click on the Button Bar area (the area where the buttons are normally displayed) and select Customize Toolbar... Under the Available Buttons area, control-click all the buttons you want to show. Click the ' > ' button. Click OK.
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 I run a report in dentrix?
To run this report, in the Office Manager, click Reports > Management > Provider A/R Totals. Specify the desired options for your report and click OK.
What is dentrix used for?
The Dentrix Treatment Planner lets you track patients throughout their lifecycle of care. You can easily print patient information, create new codes, manage case acceptance and more. With a record of agreed-upon treatments, patient financial issues can be seen in context and rapidly resolved at the front desk.
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.
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