Treatment Plan Module
In the Treatment Plan Module, staff can manage and prioritize treatment plans for a patient.
See our video playlist: Treatment Plan Webinars.
Treatment Plan Toolbar
From the top toolbar, the following options are available.
- Preauthorization: Create and manage treatment preauthoriztions from the Treatment Plan Module.
- Discount: Add a Procedure Discount to selected treatment planned procedures.
- Update Fees: For this patient only, update all fees and insurance estimates for all active and inactive treatment.
- LabCase: Create a new Lab Case.
- Consent: Genereate and print a Consent Form.
- Print TP: Print the selected treatment plan. The Treatment Plan Layout can be customized.
- Email TP: Email the selected treatment plan.
- Sign TP: Electronically sign a saved treatment plan.
- CareCredit: Launch the CareCredit Action window.
Treatment Plans
The Treatment Plans grid in the upper-left corner lists all active, inactive, and saved treatment plans for this patient.
Buttons
Save treatment plans, create new plans, send a plan to the eClipboard app for a patient to sign, or create Planned Appointments using the options next to the Treatment Plans grid.
Show Tab
Customize what information is displayed in the treatment plan from the Show tab. Use the Sort By tab to determine if treatment is sorted by tooth or the order entered.
Set Priority & Estimates as of
The Set Priority list is used to assign priorities to the procedures on the Treatment Plan. This affects how treatment is sorted in the Procedures grid. A subtotal is calculated for each priority. Use priorities to ensure treatment estimates are calculated in the correct order.
The Estimates as of dropdown allows you to select a future date to see what Treatment Plan estimates will be. This is helpful if treatment is expected to be completed in a new benefit year or once a waiting period has ceased.
Insurance Grids
When the patient has an insurance plan, this area displays remaining family and individual insurance benefits at a glance.
Discount Plan Grid
When the patient is assigned a Discount Plan, this area displays Discount Plan benefits at a glance.
