Changing & Updating Treatment Plans
- What does "Re-Estimate At Posting" do? When I posted my appointment, the Est Pat balance in the Treatment Plan did not match the amount in the Ledger.
- Is there any way to perform a re-estimate for multiple patients at once?
- How do I quickly change the Treatment/Phase ID for procedures in the Treatment Plan screen?
- Procedures attached to a pre-auth cannot be changed until the pre-auth is deleted. How can we remove treatment planned procedures from a patient that were sent to their insurance company for a pre-authorization?
- How do I change the plan, phase, and/or order number of a procedure in a treatment plan?
- I’ve received notification from the patient that a treatment plan has been accepted (or rejected) by the patient. How do I change the status of a procedure in a treatment plan?
- We have a Treatment Plan for a patient, and we want to offer an alternative Plan using some of the first Treatment Plan’s procedures. How are we able to copy some of the original Treatment Plan procedures to another Treatment Plan?