Treatment Planning and Case Presentation

Create treatment options that get results.

Getting patients to accept the recommended treatment keeps them healthier and also provides revenue for your practice, so it’s important to know how to create clear, accurate treatment plans and present them so patients will understand and accept them. In this workshop, you’ll gain a comprehensive understanding of how to effectively create, present and manage patient treatment plans. Discover a range of Dentrix features that can be used to give patients treatment options, educate them about disease, risks and solutions, communicate effectively about costs and insurance coverage and thoroughly document patient consent and refusal.

This is a one-day, hands-on class for experienced Dentrix users. If you have limited experience with Dentrix, consider taking the Dentrix Essentials workshop before this one.

Who Should Attend

The Treatment Planning & Case Presentation Workshop is for you if you:

  • Are an office manager, treatment coordinator, financial coordinator, dentist, hygienist or assistant who works with treatment plans or case presentation
  • Are responsible for creating treatment plan cases, setting up treatment options in Dentrix or presenting treatment plans to patients
  • Want to learn how to set up treatment plan cost estimates, estimated insurance coverage and case financing options
  • Need to learn how to use all the features in the Dentrix Treatment Planner
  • Want a hands-on training experience with a Dentrix certified trainer
  • Want to learn from your peers and build your professional network
  • Want to get away from the distractions of the office for a full day focused on learning
  • Are preparing for the Treatment Planning Dentrix Mastery Tracks test

What You'll Learn

Create Treatment Cases and Alternate Cases

Get tips and tricks for improving your treatment planning routines and speeding them up. Learn how to add treatment recommendations to the Patient Chart and chart diagnostic conditions and disease. Learn how to use the Treatment Planner to create treatment cases with ordered visits, create alternate treatment cases, recommend cases and create financial estimates.

Present Cases Effectively

Discover how the tools in Dentrix will help you best present procedure information, treatment options and financial estimates to patients. Learn how to create custom treatment case breakdowns for patients to read and take home.

Document Patient Consent

Learn all about documenting treatment plans — how to track the status of the treatment plans you have presented, maintain precise records about patient consent and refusal, create customized treatment consent forms, digitally sign consent forms and attach them to cases and set treatment plan expiration dates.

Follow Up on Outstanding Treatment Plans

Don’t let patients who need treatment fall through the cracks! Find patients with outstanding treatment plans so you can follow up with them, update outdated fees in treatment plans and generate reports to give you performance information about case acceptance and rejection.

Henry Schein One is designated as an Approved PACE Program Provider by the Academy of General Dentistry (AGD). The formal continuing dental education programs of this program provider are accepted by the AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from 01/01/2019 to 12/31/2024. Provider ID#: 218910. Lecture-style class.

Learn More About the Treatment Planning & Case Presentation Workshop

General Workshop Information

Workshops Offered

Special Offer

Register at least three weeks early and save $40 per seat. Discount automatically applied when you register.

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