Sometimes a patient comes into your office and has, for lack of a better phrase, a whole mouthful of problems. You can see that there is a lot of work to be done, and that a lot of appointments will need to be made to get things where they should be.
By treatment planning work to be completed and assigning procedures to visits while you are with the patient in the operatory, you can better communicate scheduling needs to the front desk team who will schedule the follow-up visits.
For example, you have a patient who needs a root canal, a crown, and core buildup on tooth 29, as well as amalgams on teeth 14 and 15. You have treatment planned these procedures in the Patient Chart, but you know you won’t perform all this work in a single visit. You decide to set up four visits over a period of two weeks. The first visit will include the root canal, the second visit will include the amalgams, and the last visit will include the core buildup and crown.
To order procedures by visit:
To edit visits:
To delete a visit:
To schedule an appointment for a visit, open the Appointment Book and create a new appointment for the patient.
From the Appointment Information dialog box, in the Reason group box, click the Tx button. This opens the Treatment Plan dialog box, which shows you a list of the treatment-planned procedures and the numbered order in which they should be scheduled. Click the visit number to be scheduled (this may include more than one procedure) and click Close. The procedure(s) now appear attached to an appointment in the Appointment Book.
Note: An “s” in front of the sequence number indicates the procedure has been scheduled in the Appointment Book.
Ordering procedures by visit makes scheduling patient appointments more efficient and eliminates potential confusion between the clinical team and the front office team.
For more information about ordering treatment-planned procedures by visit, log in to the Dentrix Resource Center and view the Treatment Plan Case Management webinar recording or the Creating Treatment Plan Cases tutorial, both available on the On-Demand Training page.