The reason you should reject treatment plans instead of deleting them is to keep a record of the procedures having been treatment planned. Once you have worked to clean up patients’ outstanding treatment plans, refresh the Treatment Manager so patients with rejected cases are removed from the list.
Full Answer
How does the Dentrix treatment planner work?
patient declines treatment. You can hide rejected cases from the treatment case list. 17 Treatment Plan Case Notes • Documenting why you changed the status of a case allows you …
What happens when you reject a dental treatment plan?
In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case. The Create Alternate Case dialog box appears. Enter a name for the alternate …
What happens when I link two cases in Dentrix?
To view the patient’s insurance benefits: In the Treatment Planner, select a patient. Click the Insurance Benefits button on the Treatment Planner toolbar to open the Dental Insurance …
What happens to a rejected treatment in the treatment planner?
· 2. Open the patient’s Progress Notes and filter for Tx Plan to make the list easier to read. 3. Click to open a procedure code. The most common problem is that Bill to Insurance is …
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 use a treatment planner 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...•
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 make multiple treatment plans in dentrix?
Creating an Alternate Treatment Plan Case 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.
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 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 submit a preauthorization on 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 change the default fee schedule in 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 I raise a fee in dentrix?
In Dentrix, it's fastest to use the Auto Fee Schedule Change. Just go to Office Manager > Maintenance > Reference > Fee Schedule Maintenance, and then click Auto Changes. Here you can increase fees by any percentage and choose to round to the next dollar, dime or penny.
How do you make a chart in dentrix?
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 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.
How to delete a form in a treatment planner?
1.In the Treatment Planner, click the Settingstab. 2.Click Newto create a new form, select a form and click Editto edit it, or select an existing form and click Deleteto delete it.
Why are patients more likely to accept treatment?
Patients are more likely to accept treatment if they know and understand the treatment necessity and price estimates involved.
What is careful and thorough treatment planning?
Careful and thorough treatment planning leads to case acceptance and a scheduled appointment.
What is Dentrix treatment planner?
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.
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 create alternate case in Treatment Planner?
In the Navigation Panel of the Treatment Planner, right-click the default case and select Create Alternate Case.
What happens when you set a case as accepted?
Note: When you set a case as Accepted, the other cases are automatically rejected. When you set a case as either Recommended or Accepted, only the treatment-planned procedures within that case continue to be visible in the Patient Chart.
Can procedures be deleted from alternate case?
Procedures that were added to the alternate case are still part of the original default case as well, and should be deleted from the default case if they are not relevant to that course of treatment. To delete procedures from a treatment plan case:
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.
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