How does the Dentrix treatment planner work?
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.
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.
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.
Where is the treatment plan in dentrix?
Viewing Treatment PlanIn the Treatment Planner, select a patient.Click the Primary Dental Insurance Notes button on the Treatment Planner toolbar to open the Primary Dental Insurance Note dialog 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...•
How do you customize dentrix?
Customizing the Appointment Book, Family File, Ledger, or Office Manager ToolbarsRight-click anywhere on the toolbar and select Customize Toolbar.The Customize Toolbar window is divided into two sections, Available Buttons (those not currently in use on the toolbar) and Toolbar Buttons (those currently in use).More items...•
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 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 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 I add a template to dentrix?
In the Patient Chart, open the Clinical Notes tab and click the Template Setup button. Then click New Template. Select the category for this template (or create a new category as necessary), and then enter the template name. Enter template text and prompts.
How do I change a template in dentrix?
The Clinical Note Template Setup page opens.Do one of the following: ... Select a clinical note template. ... Change the name and/or category of the template, and then change the note text and quick-picks (prompts) as needed. ... Click (or tap) Save.
How do I create a quick button in dentrix?
From the Patient Chart, click Setup > Procedure Button Setup. The Procedure Button Setup dialog box appears. From the Button Set drop-down list, select the existing button set you'd like to customize. Click New to create a new procedure button for this set.
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 chart conditions in dentrix?
The patient's clinical record opens with the Chart tab selected.On the Chart tab of a patient's clinical record, select one or more teeth.Click (or tap) Add Condition to select the appropriate condition, surfaces (if applicable), and provider in the Add Condition dialog box.
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
- 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