In the Treatment Plan Module, you can manage and prioritize treatment plans for a patient.
See our video playlist: Treatment Plan Webinars.
Treatment Plan Toolbar
These buttons appear in the top toolbar:
- Preauthorization: Send Preauthorization for a procedure.
- Discount: Add a Procedure Discount to selected treatment planned procedures.
- Update Fees: For this patient only, update all fees and insurance estimates on the selected treatment plan. See also Fees Update.
- LabCase: Highlight procedures, and then click Lab Case to create a new Lab Case for selected procedures. Highlighted procedure information can be included on the lab slip. Requires treatmentPlanProcs or treatmentPlanProcsPriority static text fields, see Lab Slip Layout.
- Consent: Highlight procedures, and then click Consent dropdown to find and create a new Consent form for selected procedures. Highlighted procedure information can be included on the Consent form. Requires treatmentPlanProcs or treatmentPlanProcsPriority static text fields, see Consent Form.
- Print TP: Print the selected treatment plan. Default print options can be set in Treatment Plan Module Preferences.
To customize the printed layout of treatment plans, see Treatment Plan Layout.
- Email TP: Email the selected treatment plan.
- Sign TP: Electronically sign a saved treatment plan.
- CareCredit: Launch the CareCredit Action window. To hide this button click the dropdown and select Disable Advertising.
The Treatment Plans list in the upper left corner lists all active, inactive, and saved treatment plans for this patient.
Date:Displays the date for Saved treatment plans.
Status: The status of the treatment plan.
- Active: There can be one active treatment per patient. Procedures attached to appointments are always on the active plan. Only procedures with a Treatment Planned (TP) status can be on an active plan. As procedures are completed, they are removed. The active plan determines the following:
- The default procedures in the Chart module Progress Notes.
- The default procedures drawn on the graphical tooth chart.
- The default procedures when creating an appointment for this patient.
- The default procedures when creating a planned appointment or scheduling an appointment.
- Inactive: There can be multiple inactive treatment plans. Procedures on inactive plans can have a status of Treatment Planned (TP) or Treatment Planned Inactive (TPI). See Edit Treatment Plan for details.
- Saved: Save a treatment plan so you have a permanent record of it. See Edit Treatment Plan for details.
Heading: The name given to the treatment plan.
Signed: Displays an X if the treatment plan has been signed by the patient.
eClipboard: Displays an X if the treatment is currently being reviewed by the patient via eClipboard. To remove the treatment plan from eClipboard, click the X.
The following buttons are available to manage the treatment plan:
Options selected on the Show tab affect what shows in the Procedures grid and printed/emailed treatment plans.
- Graphical Completed Tx: Show completed treatment plan procedures on the printed Graphical Tooth Chart. Set the default in Treatment Plan Module Preferences.
- Use Ins Max and Deduct: Indicate when a patient's insurance maximum or deductible has been applied or reached. Only visible when patient has insurance.
- Fees: Show or hide all fee information.
- Insurance Estimates: Indicates PPO or allowed fee, primary and secondary insurance estimates, and patient portion, if the patient has insurance. If the patient has a discount plan, it shows the discount (DPlan) and patient portion. Checked by default when patient has insurance or a discount plan.
- Discount: Show procedure discount amounts. Can only be checked if there is a discount or write-off in one of the treatment planned procedures.
- Subtotals: Show Subtotals for each priority level.
- Totals: Show Totals at the bottom of the grid.
To set other options that determine what shows on printed treatment plans see Treatment Plan Module Preferences (e.g. show itemized fees or grand total).
Sort By Tab
Procedures are always sorted first by priority, then by date. It can further be sorted by tooth number or order of entry. Also see Procedure Sort Order. Set the default in Treatment Plan Module Preferences, Sort Procedures By.
- Tooth: Sort by tooth number from smallest to largest.
- Order Entered: Sort by which procedures were treatment planned first.
Note: If using Replication with Random Primary Keys enabled, the Sort By option is hidden.
The box at the upper right shows all Preauthorizations for this patient. Double-click a preauthorization to edit.
When you click on a treatment plan, the associated procedures show in the Procedures grid. What displays in the grid will display on a printed Treatment Plan.
Double-click a procedure to open the Procedure Info window.
The columns that show can be customized in Display Fields, TreatmentPlanModule. Options include:
- Abbr: The procedure code abbreviation.
- Appt: Displays an X if the procedure is attached to an appointment. Displays a P if the procedure is attached to a Planned Appointment. Displays a U if the procedure is attached to an Unscheduled appointment. This field is not included when the treatment plan is printed, signed, or saved to images.
- Cat% UCR: Displays the UCR fee for the procedure, regardless of which insurance type is selected in the insurance plan. When this column and the Fee column display, the Discount column will show. Discount = UCR Fee - Procedure Fee.
- Clinic: The clinic associated with the procedure code.
- Code: The Procedure Code.
- DateTP: Date the procedure was treatment planned.
- Discounts: Any discounts applied (procedure discounts + any PPO insurance plan write-offs). Not an option if the UCR fees match the PPO fee.
- Done: An X indicates a procedure is completed (saved treatment plans).
- DPlan: Any discount applied as a result of an in-house discount plan (UCR fee - discount plan fee). This column only shows when insurance estimates is checked under the Show tab, the patient has a discount plan, and the DPlan display field is added to treatment plan module.
- Dx: The procedure's diagnosis.
- Fee: The fee charged for the procedure.
- Allowed: The PPO fee for PPO plans or the allowed fee for out of network plans. An X will display in this column for procedures marked DoNotBillIns.
- Pat: The estimated patient cost.
- Pri Ins: The insurance estimates for the insurance plan listed first in the Family Module.
- Priority: The procedure's priority level.
- Prognosis: The prognosis assigned to the procedure on the Enter Treatment and the Procedure - Misc Tab.
- Prov: The provider associated with the procedure.
- Sec Ins: The insurance estimates for the insurance plan listed second in the Family module.
- Sub: An X indicates the procedure uses a substitution code in Lists, Procedure Codes.
- Surf: The tooth surface.
- Tth: The tooth number.
The pri and sec ins estimates can be misleading if, in the Family Module, the patient has a dental plan listed first and a medical plan listed second. In this particular situation, the Pri Ins column will show the dental plan estimates, and the Sec Ins column will show the medical plan estimates. We recommend listing the medical plan first in the Family Module.
Set Priority & Estimates as of
The set priority list is used to assign priorities to the procedures on the treatment plan. Select the procedure(s), then click on a priority level. The sort order of the procedures will change accordingly. Priorities can also be set while entering treatment in the Chart module, and on the Procedure Info window.
Priority options can be customized in Definitions: Treat' Plan Priorities. You can use numbers, letters, or words up to 7 characters. You can change the sort order of procedures according to priority, change text colors, and hide priorities from view. Examples of other possible priority levels are Sched, Wait, Next, ?, Decline, Last, Low, High, NewYear, Urgent, WaitIns, Altern, Plan A, Plan B, RecPlan, and AltPlan.
Estimates as of: This date picker only shows if Frequency Limitations is enabled. Use this feature to calculate insurance and discount plan estimates as of a certain date. Click the dropdown to select the date, then Refresh to update calculations based on the date.
When the patient has an insurance plan, the area at the lower right shows remaining family and individual insurance benefits at a glance. For details about how amounts are determined, see Insurance Remaining Calculations.
When the patient has a Discount Plan, the area at the lower right displays discount plan benefits at a glance.
Note: The Discount Plan fields are blank if the current date is outside the plans' effective dates.
The default note is set in Treatment Plan Module Preferences. Any changes made to the note here will be saved for the selected treatment plan. Right-click to add Quick Paste Notes.
There are a few ways to update fees in active or inactive treatment plans (e.g. if fees have increased/decreased or insurance plan or fee schedule changed).
- Update Fees button: Update fees for one patient at a time. Designed to be used during the regular six month exam if there are procedures from the last exam which have not been completed and fees are outdated.
- Global Fee Update in Fee Tools: Update fees in all active and inactive treatment plans at once.
Fees in saved treatment plans are not affected when updating fees.