Is there a guide to understanding the treatment plan screen? – Planet DDS

Description:
Denticon's treatment plan screen allows the office to keep a record of treatment that needs to be done on a patient so that they can achieve their optimum dental health. The treatment plan screen displays the fees for treatment, as well as the estimated patient responsibility and the estimated insurance responsibility portions of those fees. Users can also create pre-authorizations and referrals from this screen.

Key features:

Patient Dashboard
- The patient dashboard is located below the Denticon Toolbar. The patient dashboard is visible throughout many screens in Denticon: Transaction Entry, Ledger, Progress and Patient Notes, Prescriptions, Restorative and Perio Charting. This area serves to quickly inform the user of who is the selected session patient across screens, along with providing that patient's contact information, age/DOB, patient ID and home office. Clicking into this area will quickly bring the user back to the selected patient's Patient Overview screen. The dashboard will also show the user the patient's Next Visit, Next Recall, First Visit and Last Visit.
- If the patient has insurance attached, the patient dashboard will display information for both the primary and secondary insurance as well as providing the subscriber ID. If there is no information in the insurance section of the patient dashboard it is an easy indicator that the patient is uninsured.

Treatment Plan Buttons and Filters

Button/Filters	Use Case
Discount	This button allows a discount to be applied to any selected procedures on the treatment plan. The maximum discount that can be applied to the treatment is set by going to Setup>Account Info>Advanced.
TX Counselor	This button allows users to change the treatment counselor the selected treatment is entered under. The treatment counselor can be viewed by clicking the blue diagnosis date of the treatment in the treatment plan.
Provider	This button allows users to change the selected provider the treatment is entered under.
Delete	This button will delete any selected treatments from the treatment plan.
Specify Treatment Plan ID	This button allows users to filter the ledger to show only items entered under the specified treatment plan ID.
Change Status	This button allows users to change the status of the selected line item in the treatment plan. Available statuses are: Diagnosed Accepted Unaccepted Hold Alternative Referred Out
Change IDs	This button allows users to change the Treatment Plan ID, Phase ID or Order ID.
Re-Estimate	This button allows users to re-estimate any fees for selected procedures, in the event coverage or fees have been changed or updated after the line item was treatment planned.
New Appt	This button opens up the scheduler allowing the user to create an appointment for the selected patient. Treatment planned codes will appear at the bottom of the add appointment window, allowing them to be saved to future appointments.
Pre-Authorization	Clicking this button will open the create pre-authorization module for when a preauthorization needs to be completed for any planned treatment.
Refer To	Initiates the referral creation process for the indicated line item.
Transaction Date	The date that the treatment planned item will be posted to the ledger under if you click the "Post to Ledger" button.
Post to Ledger	Posts selected treatment planned line items to the ledger.
Status Filter	Filters treatment plan items based on their status.

Treatment Plan Fields

Treatment Plan Field	Use Case
Checkbox	Allows users to select certain treatment plan line items.
Diagnosis Date	The date the treatment is diagnosed. This defaults to the day the treatment is entered into the system unless back dated when entering in the treatment.
TID	TID = Treatment Plan ID = Everything that is diagnosed for the patient as the "ideal" treatment plan.
PID	PID = Phase ID = The "roadmap" for the TID – In other words, sequentially how the dentist suggests that the entire TID should be accomplished.
Office	The office the treatment plan was diagnosed in.
Status	The status of the line item on the treatment plan.
Pre-Authorization Sent	This indicates if the line item has been included in a pre-authorization.
Scheduled	Indicates if a scheduled appointment has this treatment line item embedded. An "S" will indicate there is a scheduled appointment. Otherwise, a "-" will show.
Completed	Date the treatment was posted to the ledger.
End Date	Will reflect any end date indicated in the treatment details.
Code	The procedure code treatment planned.
Tooth	The tooth treatment will be done on.
Surface	The surface of the indicated tooth that will be receiving treatment.
Note	Indicates if a note is entered into the treatment detail.
Description	The description of the procedure code.
Bill	Indicates the billing order of the treatment.
Provider	The provider the treatment is planned under.
Estimated Patient	The estimated fees that the patient will be responsible for.
Estimated Insurance	The estimated fees the insurance will be responsible for.
Fee	The fee for the treatment planned item.
Discount Applied	Indicates if a code has had a discount.

Adding procedures to the Treatment Plan

- Add procedures by category- Selecting an ADA category will list all the procedure codes for that category on the right-hand side of the screen. Users can select a code and click the "Add Procedure" button or double click on the code to add it to the treatment plan.
- Add Procedure By- This field allows users to search for codes based on:
  - Code
  - User Code
  - Description
  - Option to select an explosion code.
- Line items will be entered under values selected in the Diagnosed date, Tx plan ID, Phase Id, Order ID, and Provider fields.

Additional information:

The following features will tentatively be released for beta on 12/2/24 and general release on 02/03/25.

Multi-select of Tooth Number:
- With this feature enabled, the most noticeable change will occur when entering services that require additional detail such as tooth#. When this type of service is selected users will observe that the tooth number selection grid opens automatically. Additionally, with this change users can select multiple teeth and create individual treatment plan rows per tooth selection. This change represents a drastic reduction in clicks since previously it was required to add each service individually.
- Note that the entry dialog has a selection for the Treating Provider. In cases where the preferred provider is not the provider planned for the service being entered, this selection makes it easier to modify the provider per entry.