Updating a Case Status (1:57)

The Treatment Planner page displays the treatment plans and cases for your patient. For it to be accurate, you must update the status of each treatment plan case as it progresses through the presentation workflow. Dentrix Ascend makes it easy to view new cases which have been presented, accepted, and completed, and which options that have been rejected.

Watch this video to learn how to update a treatment plan case status. (Duration: 1:57)

Additional Information

  • You can only change a treatment plan case status if you have the rights to do so.
  • With the Interactive Treatment Plan Report Builder, you can create custom reports for treatment plan analytics, and you can use the Case Status data field as one of the parameters (group by status) for your report.