From time-to-time, the ADA expires old procedure codes and creates new ones. Recently they did just that with occlusal guards by replacing one code with multiple possible replacement options. You know that there are patients out there with the old code charted on their treatment plans, but how to do you find them all?
The Dentrix Treatment Manager can help you identify those patents! You can access the Treatment Manager from many areas in Dentrix. One popular way is to open the Appointment Book and select Options > Treatment Manager.
In the Treatment Manager View dialog box, locate the Procedure Code group box. Enter the old occlusal guard code in both the From and To fields.
Set other view options to be as inclusive as possible (notice in the screenshot how other settings are set to <ALL> or with low minimum amounts). Click OK to view the list.
Once you have generated a list of patients, select a name on the list and use either the toolbar buttons or the right-click menu to open the patient’s Ledger or Chart, where you can make changes to the treatment plan and update the procedures to the current code.