Enhanced Treatment Plan Integration with Future Payment Plans

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Released 8/6/26

Enhancements have been made to future payment plans, most of the changes affect the efficiency of creating future payment plans from patients’ treatment plans.

Notes:

  • For information about the original release of future payment plans, see the “Future Payment Plans” release notes.
  • Future payment plans are included in the Orthodontics package (an add-on feature that you can purchase separately from your Dentrix Ascend subscription).

Treatment Plan

When you create a future payment plan while presenting a patient’s treatment plan, the following changes have been implemented with this release:

  • For the Treatment Information step:
    • Previously, no Provider was selected by default.
    • Now, the Provider who is associated with the planned procedure is selected by default.

  • For the Plan Terms step:
    • Under Coverage and Responsibility:
      • Previously, financial details from the Case Overview step did not pre-populate any fields.
      • Now, financial details from the Case Overview step pre-populate the applicable fields.

    • Under Billing Codes and Charges:
      • Previously, D8670 was selected by default as the Code for the Interval Charge.
      • Now, no Code for the Interval Charge is selected by default. Select a code, such as D8670.

Ledger

When you create a future payment plan from a patient’s ledger, the following change has been implemented:

  • For the Plan Terms step:
    • Under Billing Codes and Charges:
      • Previously, D8670 was selected by default as the Code for the Interval Charge.
      • Now, no Code for the Interval Charge is selected by default. Select a code, such as D8670.

Treatment Plan or Ledger

Regardless of how you start the creation of a future payment plan, the following changes have been implemented:

  • For the Finalize and Pay step:
    • From the Agreement Options list, if you choose to print the agreement:
      • Previously, the practice’s logo did not appear on the first page.
      • Now, the practice’s logo appears in the upper-left corner of the first page.

    • After you click Process Card and Activate Plan:
      • Previously, you had to edit the posted procedure to specify the placement date and number of months remaining.
      • Now, a dialog box appears so you can specify the placement date and number of months remaining. That information is added to the procedure when it is posted.