Our office offers an office-based dental program to our patients. We need to keep track of the annual renewal date. How do we generate a report to understand which patients should sign a new contract, and/or renew the annual membership?

The office should consider implementing a Z-code (non-ADA code) which is indicated as recallable for this purpose.

ADA codes which were current at the start of the office’s usage of Denticon are included in the office’s account. Also, additional non-ADA codes (termed Z-codes by Planet DDS) are also included in the office’s account.

The Z-code may be input to the Treatment Plan. By doing so, a “Treatment Plan Status Detail” report may be generated to understand which patients have the code in the Treatment Plan, but have not yet completed the requirement.

From the Treatment Plan screen, the Z-code may be “charged” to the patient when completed, which would integrate for recall tracking and recall reports for the anticipated recall due date.

If an additional Z-code is desired:

• Click the word “Setup” and choose the “Procedure Codes” and “Procedure Codes” options from the drop-down box
• Click the Add New Code button to access the Procedure Code Setup screen
• Input the desired code text description (example: In-Office Dental Plan Membership)
• Input a unique code, led with the Z character (example: Z9999)
• Indicate the desired default recall interval in the “Recall” field
• Retain all other fields as defaulted on the screen
• Click the Save button