Home User Manual Discussion Forum Search

Treatment Plan Module  


Edit Treatment Plans
Insurance Remaining Estimates
Sign Treatment Plans
Print Treatment Plans

The Treatment Plan Module is a prioritized list of treatment that the patient needs. First enter needed treatment in the Chart module, then move to this module to organize and save treatment plans.

Treatment Plan Toolbar

  • Preauthorization: Send a Preauthorization for a procedure.
  • Discount:  Add percentage Discounts to selected procedures in unsaved treatment plans.
  • Update Fees: For this patient only, update all fees and insurance estimates on the selected treatment plan. See Update below.
  • Save TP: Save the Default treatment plan.
  • Print TP: Print the selected treatment plan.  Default print options can be set in Treatment Plan Module Preferences.
  • Email TP: Email the selected treatment plan.
  • Sign TP: Digitally Sign the selected treatment plan.

Treatment Plans List
The Treatment Plans list in the upper left corner lists all saved treatment plans for this patient. There is also a Default treatment plan that changes as procedures are completed and removed from the plan.

Saving Treatment Plans:  Anytime you give a treatment plan to a patient, we strongly recommend Saving the TP so you have a permanent archive to refer back to. Saving treatment plans also allows you to give patient's alternate treatment plan options. Simply add all procedures to the Default treatment plan, highlight some of the them, then click Save TP. Repeat these steps to create alternate treatment plans.

Show options affect the Procedures grid and printed/emailed treatment plans.

  • Graphical Completed Tx: Show completed treatment plan procedures on the printed Graphical Tooth Chart.
  • Use Ins Max and Deduct: Indicate when a patient's insurance maximum or deductible has been applied or reached.
  • Fees: Show or hide all fee information.
       Insurance Estimates: Show the estimate amounts for primary and secondary insurance and patient portion.
       Discount:  Show discount amounts per procedure.  Can only be checked if there is a discount or writeoff in one of the treatment planned procedure.
       Subtotals: Show Subtotals for each priority level.
       Totals:  Show Totals at the bottom of the grid.

The box at the upper right shows all Preathorizations for this patient.  Double click a preauthorization to edit.

Procedures Grid
When you click on a treatment plan, the associated procedures show in the Procedures grid.   To select multiple procedures, press Ctrl and click on the procedures, or click and drag.  Double click a procedure to open the Procedure Info window.

The column names and widths can be customized in in Display Fields

  • Done: An X indicates a procedure is completed (saved treatment plans).
  • Priority: The procedure's priority level.
  • Tth: The tooth number.
  • Surf: The tooth surface.
  • Code: The Procedure Code.
  • Sub: An X indicates the procedure uses a substitution code.
  • Fee: The fee charged for the procedure.
  • Pri Ins:  The insurance estimates for the insurance plan listed first in the Family module.
  • Sec Ins:  The insurance estimates for the insurance plan listed second in the Family module.
  • Discounts: Any discounts applied (Discounts + any PPO insurance plan write-offs).
  • Pat: The estimated patient cost.

The Pri and Sec Ins estimates can be misleading if, in the Family module, the patient has a dental plan listed first and a medical plan listed second. In this particular situation, the Pri Ins column will show the dental plan estimates, and the Sec Ins column will show the medical plan estimates.  We recommend listing the medical plan first in the Family module.

Set Priority
The Set Priority list is used to assign priorities to the procedures on the treatment plan. Select the procedure(s), then click on a priority level.  The sort order of the procedures will change accordingly. Priorities can also be set while Entering Treatment in the Chart module, and on the Procedure Edit window.

Priority options can be customized in Definitions, Treat' Plan Priorities.  You can use numbers, letters, or words up to 7 characters.  You can change the sort order of procedures according to priority, change text colors, and hide priorities from view.  Examples of other possible priority levels are Sched, Wait, Next, ?, Decline, Last, Low, High, NewYear, Urgent, WaitIns, Altern, Plan A, Plan B, RecPlan, and AltPlan.

The area at the lower right shows remaining family and individual insurance benefits at a glance. For details about how amounts are determined, see Insurance Remaining Estimates.

The note that appears at the bottom of the printed treatment plan is displayed at the bottom of the Treatment Plan module. The default note can be set in Treatment Plan Module Preferences. Change the note for the selected treatment plan on the Edit Treatment Plan window. Right-click to insert a quick paste note.

Update Fees
The Update Fees button is designed to be used during the regular six month exam if there are procedures from the last exam which have not been completed. It is useful when procedure fees are outdated, for example, if you update your office fees. Fees are only updated one patient at a time.  Another situation where you might need to update fees is when a patient's insurance plan or fee schedule changes.

Problem: Treatment Plan tooth chart shows a black box when printing or emailing.
Solution: In the Main Menu, click File, Graphics, and change the format.


Open Dental Software 1-503-363-5432