EARLY ACCESS ONLY
You can now present the financial and clinical aspects of a patient’s treatment plan separately. Also, you can now present an entire case or only specific visits.
To present a treatment plan
1. On the Tx Planner tab of a patient’s clinical record, select a case, and then click Preview.
The treatment plan appears.
2. On the Try New Preview menu (at the top), do the following:
- To switch to the enhanced presentation format, set the New Preview switch to Yes.
- Set the Show Totals for Entire Case switch to No or Yes. With the switch set to No, case totals section does not appear. With the switch set to Yes, the case totals section does appear.
Note: These settings are saved per computer.
3. Click Done.
The enhanced view of the treatment plan presentation appears.
Top
The following options appear at the top:
- Visit selection list – You can leave All visits (entire case) selected to view information for the entire case or select specific cases to view information for only those visits.
- Detail type filter – You can choose to view the Full Details, only the Clinical details, or only the Financial details.
- Print button – You can print the treatment plan as displayed.
Full Details
- Case name
- Office information (name, address, and phone number)
- Financial breakdown:
- Treatment Cost – The sum of the amounts charged for all the procedures in the visit(s) being displayed
- Insurance Coverage – The sum of the primary insurance portions and, if the patient has secondary coverage, the secondary insurance portions for all the procedures in the visit(s) being displayed (this box appears only if the patient has insurance coverage)
- Insurance Adjustments – The sum of the estimated insurance write-off adjustments for all the procedures in the visit(s) being displayed (this box appears only if the patient has insurance coverage)
- Discount – The sum of the discounted amounts charged for all the procedures in the visit(s) being displayed (this box appears only if the patient does not have insurance but has a discount plan set up)
- Patient Portion – The sum of the patient portions for all the procedures in the visit(s) being displayed
- Treatment Cost – The sum of the amounts charged for all the procedures in the visit(s) being displayed
- Visits (each presented separately):
- For each procedure, the code, teeth, surfaces, description, provider, fee, primary insurance portion (if the patient has primary insurance coverage), secondary insurance portion (if the patient has secondary insurance coverage), and patient portion appear
- Visit totals
- For each procedure, the code, teeth, surfaces, description, provider, fee, primary insurance portion (if the patient has primary insurance coverage), secondary insurance portion (if the patient has secondary insurance coverage), and patient portion appear
- Case totals (appear only if the Show Totals for Entire Case switch was set to Yes)
- Insurance benefits (this section appears only if the patient has insurance coverage):
- Primary insurance plan benefits (for the patient and family)
- Secondary insurance plan benefits (for the patient and family; appear only if the patient has secondary coverage)
- If the patient has additional insurance beyond primary and secondary insurance (third, fourth, and so on), “The patient has additional insurance coverage” also appears.
- Primary insurance plan benefits (for the patient and family)
- Case note (appears only if the Show on form checkbox next to Note was selected while you were viewing the case details before presenting the case)
- Treatment consent messages (from Settings > Treatment Plan Settings):
- Custom messages (a custom message appears only if at least one procedure in the visit(s) being displayed is associated with that message)
- Insured or uninsured disclaimer (which disclaimer appears depends on whether the patient has insurance coverage or not)
- Consent for dental treatment disclaimer
- The text of a message is displayed in English unless the patient’s preferred language is Spanish, in which case, the text from the Spanish version (if it exists) of that consent message is used
- Custom messages (a custom message appears only if at least one procedure in the visit(s) being displayed is associated with that message)
Clinical
- Case name
- Office information (name, address, and phone number)
- Visits (each presented separately) – For each procedure, the code, teeth, surfaces, and description appear
- Treatment consent messages (from Settings > Treatment Plan Settings):
- Custom messages (a custom message appears only if at least one procedure in the visit(s) being displayed is associated with that message)
- Consent for dental treatment disclaimer
- The text of a message is displayed in English unless the patient’s preferred language is Spanish, in which case, the text from the Spanish version (if it exists) of that consent message is used
- Custom messages (a custom message appears only if at least one procedure in the visit(s) being displayed is associated with that message)
Financial
- Case name
- Office information (name, address, and phone number)
- Financial breakdown:
- Treatment Cost – The sum of the amounts charged for all the procedures in the visit(s) being displayed
- Insurance Coverage – The sum of the primary insurance portions and, if the patient has secondary coverage, the secondary insurance portions for all the procedures in the visit(s) being displayed (this box appears only if the patient has insurance coverage)
- Insurance Adjustments – The sum of the estimated insurance write-off adjustments for all the procedures in the visit(s) being displayed (this box appears only if the patient has insurance coverage)
- Discount – The sum of the discounted amounts charged for all the procedures in the visit(s) being displayed (this box appears only if the patient does not have insurance but has a discount plan set up)
- Patient Portion – The sum of the patient portions for all the procedures in the visit(s) being displayed
- Treatment Cost – The sum of the amounts charged for all the procedures in the visit(s) being displayed
- Visits (each presented separately):
- For each procedure, the code, teeth, surfaces, description, provider, fee, primary insurance portion (if the patient has primary insurance coverage), secondary insurance portion (if the patient has secondary insurance coverage), and patient portion appear
- Visit totals
- For each procedure, the code, teeth, surfaces, description, provider, fee, primary insurance portion (if the patient has primary insurance coverage), secondary insurance portion (if the patient has secondary insurance coverage), and patient portion appear
- Case totals (appear only if the Show Totals for Entire Case switch was set to Yes)
- Insurance benefits (this section appears only if the patient has insurance coverage):
- Primary insurance plan benefits (for the patient and family)
- Secondary insurance plan benefits (for the patient and family; appear only if the patient has secondary coverage)
- If the patient has additional insurance beyond primary and secondary insurance (third, fourth, and so on), “The patient has additional insurance coverage” also appears.
- Primary insurance plan benefits (for the patient and family)
- Insured or uninsured disclaimer (from Settings > Treatment Plan Settings):
- Which disclaimer appears depends on whether the patient has insurance coverage or not
- The text of the disclaimer is displayed in English unless the patient’s preferred language is Spanish, in which case, the text from the Spanish version (if it exists) of that disclaimer is used
- Which disclaimer appears depends on whether the patient has insurance coverage or not