Treatment Planner Tips from Our Clinical Workshop

Dentrix Workshops Spring 2012

Need to increase your back-office efficiency? Come to our hands-on Clinical Workshop and dedicate a full day to learning how to work smarter and increase production through effective use of clinical Dentrix tools. Here is a sneak peek into some of the tips we’ll cover in the Treatment Planning section of the workshop:

Group and Order Procedures by Visit
Procedures within a treatment plan can be grouped into separate visits if there are too many to complete in a single visit. With each visit numbered in the correct sequence, grouping makes it easier for the appointment coordinator to schedule appointments for the various procedures in the order that they need to be completed.

This can be done in just a few simple steps:

  1. From the Treatment Planner Case Setup pane, expand the treatment plan (click the + sign next to it) to show all of the procedures included in the case.
  2. Select the procedure(s) for the first visit. To select multiple procedures for a visit, hold down the CTRL key and select all the procedures you want to include.
  3. Click the Create Visit button at the bottom right of the Treatment Plan Case Setup panel.
  4. Repeat steps 2 and 3 to create additional visits.

    Treatment Plan Case Setup

Provide Alternate Treatment Plan Details to Patients
To help with case acceptance, consider giving patients copies of treatment plan details showing two different options: one that shows the yearly insurance maximum for treatment completed in the current calendar year, and another showing what the insurance would pay over the life of the treatment plan if it were completed over more than one calendar year.

Why Create Cases as Alternates
By creating a new case as an alternate case (vs. creating two separate cases and linking them later), Dentrix automatically links them together so that when one case is accepted, the other(s) are automatically rejected.

Order Procedures before Creating Alternate Cases
Remember to put case procedures in the correct order before creating an alternate case. Alternate cases are created with the procedures in the same sequence as the original, so if the original case is in the right order, you won’t have to spend extra time ordering the alternate cases individually.

Want to learn more about Dentrix Workshops? Go to to register or view course outlines and a schedule of dates and locations.

Author: Patty Reay
Published: 01/24/2012
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