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.