Tuesday, April 28, 2015

Update your treatment plan fees with the click of a button

It seems like the dental practice is busier than ever these days and one of the biggest challenges for the front office is making sure the patient’s insurance is updated and accurate before he or she is seated in the treatment room. Another benefit many dental practices are starting to promote is in-office membership plans where they might offer a reduced fee structure.

What I see happening is the treatment plan will be entered in the clinical room during the exam, then the patient will be handed off to the front office team member to review the treatment plan estimate and make financial arrangements. It is at this point when patients might reveal that they have new insurance, no insurance at all, or they join the office’s membership plan. All of these situations would require an update in the patient’s fees being changed.
You do not need to delete and re-enter the treatment plan.

You can update the patient’s treatment plan fees at any time. First, update the patient’s Family File with the updated information. Next, open the Treatment Planner module from the Appointment Book or the Patient Chart. Click on the icon “Update Tx Plan Fees,” make sure the dropdown menu
at the top is for Current Patient and click on update. This will update the patient’s entire treatment plan without having to delete and re-enter all the procedures. This keeps the original treatment planned dates the same but makes a note in the Case History when the fees were updated.

This feature can also be helpful if you have a patient who hasn’t been in for a while and your office has updated its fees. Keeping your patient’s treatment plan fees up to date and accurate helps make sure you are proposing the correct fees to your patient and generating the revenue based on today’s fee schedule.

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.


  1. Wonderful update for dentistry pricing options. Thank you !

    Plainfield Family Dental

  2. Hi!
    Our office is new to entering fee schedules. I am taking this on as the lead assistant. I have been referencing many of your blogs, so thank you for your help so far. One question I haven't been able to find an answer to:
    Is there a report that can show which patients have which insurance for the coming week or so?
    The Dr. Is only letting me add four fee schedules for now until he sees positive results. Because of that I am having to open the family file for each scheduled patient to check if they have one of the insurances I have entered. Tedious, but if I have to do it, I will. Your blog as well as other information I have come across, has given me nothing but confidence that this will be a positive change for our office.
    Thank you!
    Rigby Dental, Utah