Wednesday, May 30, 2012

Treatment Options . . . a faster way!

Treatment planning is one of the most important functions of the dental practice.  It becomes even more important when the practice is chartless because you need to keep the same trail of documentation when presenting options to your patients.  This is where alternate treatment cases come into play, however what I hear from the clinical team is, “We don’t have time to do all that in the treatment room”.  My answer is “Let me show you a faster way”. 

 
 
 

Hopefully (I know I said that about 50 times in this video) this quick demonstration helps to make treatment planning alternate cases easier and more effecient in your office. 
When your patient has decided which treatment plan to schedule you will accept that case and the system will automatically reject the linked case.   Do not delete any of the cases.  The important thing is to keep the history of presented treatment for documentation.  Hope this helps!


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.


6 comments:

  1. Does this method allow you to send pretreatment estimates off to the patient's insurance company for all options?

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    1. When you have alternate treatment plans you can send a pre-treatment estimate to the case that is set as the recommended case. What I would do is send out the pre-estimate for the recommended case then change the other case to the recommended case and send out the pre-estimate on that one.

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  2. Appreciate the video. Can you tell me what happens when you link the cases? Do you then print up all three plans to present to the patient? Thanks for your assistance.

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  3. How would you do the treatment plan if the patient has the option of amalgam vs composite fillings? Thank you.

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  4. How do we get the treatment to show in the options for scheduling an appointment. Let's say the patient has treatment with two options, so according to the video we would have the treatment, then option one and option two as new treatment plans. The system defaults to the treatment plan so those procedures show in add TX in the appointment information, how do we get the other options to show in the add TX box for appointments once the patient has chosen their option? Thank you?

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    Replies
    1. The treatment case that is marked as the recommended case will show up in the TX box on the appointment. However, once the patient has decided on which case they are going to schedule I would mark that case as Accepted. Then the linked case(s) will be marked as Rejected. Hope this helps.

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