Tuesday, November 18, 2014

What works best for you . . . with treatment planning


This time of year is busy with new Dentrix installs. Teaching new teams is very exciting for me because I get to show off all the amazing features Dentrix has to offer. However, when I am teaching a new team, I find it important to show them there are multiple ways to accomplish the same task. Some people love dropdown menus, some people love the icons, and some are those I call “the right clickers.” People ask me what way is best and my recommendation is, “What works best for you J.” The same goes for entering in a treatment plan for the patient. There are three ways you can enter a treatment plan, but each way has a couple different features so pick the one that “works best for you J.”
  • Patient Appointment – If you open the patient’s appointment and click on the TX/ADD TX button, then it opens a new window where you can add procedures to the patient’s treatment plan. This is usually a quick way to add something to the appointment. If you add a treatment planned procedure here, it will show up in the patient chart.
  • Ledger – If you didn’t know already, the ledger had two pages — the actual ledger page and the treatment plan page. You can switch to the Treatment Plan page two ways — click on the icon at the menu or click on Options > Treatment Plan. You can also change the background color of the treatment plan page so you don’t get it confused with the actual ledger page (go to File > Set Ledger Colors and select your color for the Treatment Plan background). The treatment plan page is also where you would batch up a pre-estimate to send to the insurance company. For more information on managing your pre-estimates, CLICK HERE.
  • Patient Chart – The first two options are typically used with the admin team. However, when I was working in a practice as a treatment coordinator, I loved using the patient chart. I like the visualization of the tooth chart and being able to organize the treatment plan into priorities so the team knows what is first. In the patient chart, you can also rename the cases, accept treatment, reject treatment, and print the patient a treatment plan estimate. For more information on Treatment Plan management, CLICK HERE.

All three of these options for entering treatment will work beautifully. Each one just has slightly different features but all link to the patient tooth chart. Happy treatment planning!


Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.


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