Is there a guide to understanding the treatment plan screen?

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 

• Treatment Plan Fields

• 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:

• Revised ‘Add Procedure Details’ modal window:
  • 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.
  • For services that require a tooth# and surface – if there are multiple teeth requiring the identical combination of surface selections, they can be entered via this multi-select tool as well. However, if the services require different combinations of surface selections, then they should be entered 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.
  • The current behavior of the Treatment Plan Entry screen results in services being defaulted to either a preferred dentist or a preferred hygienist, if present. Now a popup box will appear with an option to select the ‘Treating Provider’.
  • Services that are configured as ‘dentist limited’ will continue to default to the preferred dentist and services that are not dentist limit will default to the preferred hygienist, if present.

• Tx Plan ID / Phase ID:
  •  For services that require additional information, such as tooth#, users will observe that the Tx Plan ID or Phase ID is also available for update. This allows users to easily phase treatment plan items as they are entered. 

• Explosion Codes:
  • Treatment Plans that are created using Explosion Codes will receive a similar input experience with the Tx Plan ID and Phase ID input boxes being visible during entry.
  • Additional improvements for explosion codes include the ability to update the phase for a service within the explosion code to handle cases where all services are not accomplished in the same appointment.
  • Finally, the ability to indicate that specific services of an explosion code are not needed for the current patient will add greater flexibility to the use of explosion codes. 

• Viewing the entire Treatment Plan:
  • To avoid long treatment plans requiring the user to scroll up/down in order to view. An icon has been added to the procedure section that can temporarily hide the procedure code selection area and give that space to displaying more treatment plan rows.

• Edit Treatment:
  • When services require changes, the user can now take one of two actions: either click on the “Diag Date” hyperlink or double-click on a specific row. This will open a modal window where the details of the transaction can be edited.

• Optional descriptions for Treatment Plan ID (Tx Plan ID) and Phase ID:
  • Fields have been added that allow the user to enter optional descriptions on either the Treatment Plan ID (Tx Plan ID) or the Phase ID.
  • The purpose of this optional description is to help with treatment plan presentation to patients. These optional descriptions provide more context about each treatment plan or phase so that the patient has a better understanding of the overall treatment plan when the treatment plan is printed for presentation.
  • These descriptions are added both to the user experience and included on the printed treatment plan report. 
  • When these descriptions are present, users will notice that the treatment plan includes ‘headers’ for each phase that indicate whether that phase has been scheduled or not. 
• Phases support selection of Duration and Prod Type for Scheduler:
  • Each Phase can now be updated with a Duration and a Production Type.
  • These entries will carry over to the Scheduler so that team members that schedule appointments have the necessary information to schedule appointments with the correct duration and production type.
  • When ‘New Appt’ is clicked and an appointment slot selected, the details from the phase will automatically transfer to the appointment.
• Header rows on Phases with status information:
  • When Phase descriptions are present, the treatment plan will include a ‘header’ row that shows the phase description, the duration of the phase, and a scheduled status (either Unscheduled or the appointment date when that phase is scheduled)
• Fewer columns on the Treatment Plan screen and Treatment Plan Report:
  • The treatment plan user interface included a number of fields that were determined to be no longer useful and as a result they were removed from the grid display, but they remain available in the Edit Treatment dialog. 
  • Examples of these fields are: Start Date, Tx Counselor, and Order.   Removing these fields allows more space to display details we felt remain critical to the user experience. 
  • Likewise, some buttons were relocated from the action row above the treatment plan grid because our research showed that users did not click these actions frequently.  A new button titled ‘Other Actions’ is where you’ll find these relocated actions. 
• Drag/Drop support for reordering treatment plan services:
  • A long sought after feature in Denticon is the ability to reorganize treatment plan services using a drag/drop user experience.
  • A user can move the row by hovering over the “grabber” icon or by simply holding left-click on a row and then moving that row up or down on the grid. 
  • When rows are moved the user will observe a dotted outline on the border of that row and the TID, PID columns will appear in red text.  This is a signal that rows have been moved and the user will be required to click ‘Save’ to indicate that they have finished re-arranging rows. This is an important detail because the order of treatment plan rows has an impact on the insurance benefit calculation.  Clicking ‘Save’ will indicate that Denticon can re-estimate benefits based on the new order of the treatment plan.   
• Editing services with a tooth# and surface will result in a new code selection:
  • Currently, if a service requires a modification like the addition or removal of surface values, that service must be deleted and re-entered. Users will now be able to add/remove a surface and Denticon will support resolving to the corrected code.
  • When the surfaces are edited, the user will get this message.  Based on the newly selected surface values, the user will be presented with a list of applicable codes so they can select the new code for this treatment plan item. 
• Unaccepted Treatment:
  • When treatment planned items are 'unaccepted' they will be grouped under a collapsed row labeled "Unaccepted Treatments" to keep them out of view.
  • If the user wants to see what is unaccepted, they can expand the row to reveal these items, the default view is set to collapse.

  • The Billing Order for unaccepted treatments will be removed so that these items do not impact the insurance benefit estimates

  • The Advanced Chart will have a new filter that hides unaccepted treatments from drawing

  • If the status of an unaccepted treatment is modified to some other value, then we will automatically re-compute the billing order based on current insurance coverage and re-estimate the insurance benefits accordingly.
    

• Option to print All or Selected items on Treatment Plan Report:

  • The Treatment Plan Report modal has been modified to include an option that allows printing all items or just the selected items from the treatment plan grid. 

    • If nothing was selected when the print action was taken then the ‘Items to print’ option will default to ‘All’ and "Selected" will be grayed out.

    • If grid items were selected first and then the print action was initiated, we will default to ‘Selected’ but allow the user to change to All if desired.

• Unified Treatment Plan Entry experience on both the Treatment Plan screen and the Advanced Restorative Chart tab:
  • Currently, users may notice and updated UI experience when they navigate to the Treatment Plan Entry page from the toolbar, but an ‘old UI’ experience when they navigate to the Advanced Chart and then click the Treatment Plan tab. 
  • The two treatment plan methods will have the same user interface and support identical user experience options.
  • 

• Filter Options on Treatment Plan grid:

  • The treatment plan grid will be updated with filter options on the TID, PID, and Office columns.
  • This will enable users to filter the display of items to assist with their presentation to patients.
  • When filters are used there is also a new button named ‘Clear All Filters’ that supports easily returning to a default state for viewing.
• Sort Services by Tooth#: 

  • A brand new action will be the ability to sort the treatment plan by Tooth# order. This is a feature that the training reported as a frequent request from new users of Denticon. This action might be particularly useful for offices that do “quadrant dentistry” (meaning they organize their treatment into phases by quadrant so that while a patient is numb in a given quadrant, the dentist can accomplish as much as possible for the convenience of the patient)

  • Users can enter all services under a single TID/PID value, then use this option to sort everything by tooth#. From here, the user would be well positioned to begin applying the phases that the treatment will be accomplished in along with adding descriptions, durations, and prod types, as appropriate.

  • To avoid conflicts with trying to sort treatments across TID and PID values, the Sort By Tooth# option will be limited to a specific TID+PID – this is why it is suggested to enter all treatments under a single value in order to use the sort.

• Eliminate the ‘Confirm to Cancel’ click:
  • Wherever possible, we are keeping our eyes open for unnecessary clicks and we are removing these whenever we feel it is safe. Part of the commentary about Denticon requiring too many clicks comes from these types of extra clicks were nothing was changed and the user clicked Cancel but they are presented with another click to confirm the cancel. The confirm cancel messaging will no longer appear.