by Dentrix Blog Team | Jul 28, 2015 | Schedule Optimization
Updated 6/26/2019 Did you know you could have hundreds if not thousands of dollars in production lying in unscheduled treatment plans? With the Unscheduled Treatment Plan List, you can quickly identify patients with treatment-planned procedures that have been posted...
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by Dentrix Blog Team | Feb 10, 2015 | Clinical Efficiency
Updated 4/29/2019 It’s important to keep detailed notes about each case in the Treatment Planner so you have a history of the patient’s proposed, accepted, and rejected treatment. You can set up case note templates to can use in common situations, like...
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by Dentrix Blog Team | Dec 2, 2014 | Clinical Efficiency
Updated 4/29/2019 At times a patient may have several procedures (or a series of procedures) that you want to refer to a specialist. While you can edit each procedure individually and add the referral to each one, this process can be simplified by adding a referral to...
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by Dentrix Blog Team | Nov 4, 2014 | Insurance Management
Updated 4/29/2019 Did you know that when you discuss the financial considerations of a treatment plan with a patient, you can view the patient’s deductibles met, benefits used, and insurance coverage breakdown, without having to switch to the Family File? That...
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by Dentrix Blog Team | Oct 7, 2014 | Clinical Efficiency
Updated 4/25/2019 When working with a patient’s treatment plan, there may be times when you need to quickly edit or delete procedures from a case. To edit or delete a procedure within a treatment plan case: From the Treatment Planner, select a patient. In the...
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