Sub-totalling Treatment Case Estimates

For patients with extensive treatment plans, seeing the total for the entire plan on the Treatment Case Report can be overwhelming. If a pat...

Viewing Rejected Treatment Plan Cases

In the Treatment Planner, when you assign a case status of Accepted to a case that is linked to another case, the other case is automaticall...

Finding Specific Groups of Patients in the Treatment Manager

You want to use the Treatment Manager to fill some light days coming up in your schedule. Generate a list of active patients who have had pr...

Checking Up on Your Treatment Planning Success Rate

It's no big secret that a dental practice's success hinges on its ability to diagnose, schedule, and complete treatment. With that i...

Making Last Minute Changes to Procedures

You probably all know that when you are creating an appointment in the Appointment Book, you can click the Tx button in the Appointment Info...

Using Patient-friendly Procedure Descriptions

Let's be honest, unless you have a background in the dental industry, procedure descriptions such as "partial pulpototomy apexogen...

Using Dental Plan Maximums in the Treatment Planner

In case you've missed it, the last couple of weeks we've been sharing tips about how to use the Treatment Planner more effectively p...

Viewing Patient Insurance Benefit Information from the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your pati...

Viewing Primary (and/or Secondary) Insurance Notes in the Treatment Planner

The Treatment Planner provides several options that make treatment case presentation easier and more effective. These options give your pati...

Setting the Recommended Treatment Plan Case

When you create treatment plan cases for patients, at times you may give the patients treatment alternatives (where they could have either a...

Attaching and Signing Consent Forms for Treatment Cases

Did you know Dentrix allows you to sign consent forms electronically and keep track of signed consent forms by attaching them to treatment p...

Referring Procedures to Other Providers

At times you may have a treatment case that you want to refer to another provider or specialist. You can easily refer patients to other prov...

Creating Case Note Templates

It's important to keep detailed notes about each case in the Treatment Planner so you have a history of the patient's proposed, acce...

Referring Several Procedures at Once

At times a patient may have several procedures or a series of procedures that you are referring to a specialist. While you can edit each pro...