Tuesday, May 28, 2019

The Treatment Plan Statistics Report

It can be hard to get patients to accept preventive treatment or treatment for things that aren’t bothering them or causing them pain. For example, many patients don’t want to get scaling and root planing because they will have to pay for it out of pocket and they aren’t feeling the effects of gum disease yet.

When that happens, it’s a good idea to focus on increasing case acceptance and completing treatment for those specific procedures. And there’s an easy way to monitor the results of your efforts.

You can use the Treatment Plan Statistics Report to compare the amount of treatment diagnosed for a specific procedure code with the amount of treatment completed for that same procedure code. You can also see what percentage of diagnosed treatment has been completed. That way you can see exactly how well you’re doing at convincing patients to get the treatment they need.


To compare treatment plan and completion statistics for specific procedure codes:
  1. In the Office Manager, click Reports > Management > Treatment Plan Statistics Analysis.

  2. Set the following report options, and then click OK to generate the report.
    • Check Comparison for Completed Procedures
    • Enter the date ranges you want to compare for Treatment Plan Date Range and Completed Procedure Date Range
    • Enter the Procedure Code Range you want to monitor (for example, D4341-D4346 for the scaling and root planning codes)
    • Select By Procedure as the Report Format option 
If you want to compare your results from last month with your results this month, generate two versions of the report, one with the date range for last month and one with the date range for this month. Then you can compare the two to see how much you’ve improved.

Learn More


Tuesday, May 21, 2019

Comparing Fee Schedules for Treatment Cases

When you present treatment to a patient, one of the inevitable questions is going to be about the cost of the procedure(s). Patients want to know what your office fee for the procedure is, the estimated insurance coverage, estimated portion they are expected to pay, etc.

When you print a treatment case, you have the option to compare your standard fee for procedures to a selected fee schedule. By comparing these fees, you give the patient the information they want to make their decision about the treatment.

For example, if you have a patient without insurance, you could compare your office fee with a fee schedule you’ve set up to give a discount for patients who pay at time of service.

To compare two fees on a printed treatment case:
  1. With a patient selected in the Treatment Planner, select the treatment plan case you want to print, and click Print > Print Treatment Case.

  2. Set the Print, Insurance, and Patient Privacy options to include on the report.
  3. In the Case Procedure Options group box, select the Compare to Fee Schedule checkbox and use the search arrow to select which fee schedule to compare.
  4. Check Print Preview to preview the report before printing, and click OK.

When you preview the report, you can see the following information:


  1. Standard fee for the procedure
  2. Selected fee schedule fee for the procedure

  3. For additional information, read the article titled, Give Patients the Info They Need to Say Yes in the Dentrix Magazine online archive, or the following previous Tip Tuesday posts: Understanding How the Fee Schedule is Used in Dentrix and Preparing to Update your Fee Schedules.

Tuesday, May 14, 2019

Pop-Up Medical Alerts - New in Dentrix G7.1

Some medical information is too important to overlook. That’s why Dentrix G7.1 allows you to display a pop-up Health History Alert when you select a patient that has certain health history conditions.

When you attach a medical condition or allergy to a patient, look for the Display Pop-up Alert for this Patient option.


With this option activated, when you select this patient in other areas of Dentrix, a large Health History Alerts window will show you all of the medical alerts and conditions for the patient that have been designated as pop-up alerts.


Because we are so excited about this new feature, here are two more bonus tips:

Bonus Tip #1: Choose Where to Display Alerts


You can select which Dentrix modules these pop-up alerts are displayed in. For example, you might want to see them when you open the Chart, but maybe not when opening Continuing Care. In Health History, click the Setup button in the top right corner, click the General Settings tab, and highlight which areas you’d like the pop-up alert visible.


Bonus Tip #2: Make Pop-Ups a default for Certain Conditions


Also in Health History Setup, you can edit medical conditions and allergies to indicate whether the pop-up alert option is selected by default when added to an individual patient’s Health History.
Click the Medical Conditions (or Allergies) tab, highlight an item in the list, and click Edit. Check the box for Display as Pop-up Alert, and click OK.


Additional Information

Tuesday, May 7, 2019

Deductibles, Benefits, and the Treatment Case Report

Do your Treatment Case Reports fail to address common insurance questions from your patients? For instance, it's the end of the year and you have a patient who wants to know what it would cost to have her treatment done now, with this year’s insurance payments factored in, as opposed to what it would cost next year after her benefits renew.

With a simple change in the report's setup, you can create two versions of the report: one that factors in deductibles and maximums paid, and one that doesn’t. So you can easily show patients what their benefits will cover this year, and what will be covered next year.

To create a report that factors in a patient's current deductible and/or benefits paid, in the Treatment Planner, select the appropriate treatment case, click the Print button, and select Print Treatment Case.

In the Insurance group box, check the Use Dental Plan Maximums and Deductibles box. Set other report options as desired and click OK.


Then, print a second version of the report with the Use Dental Plan Maximums and Deductibles option unchecked. You can then present both reports to the patient and use them to compare what the treatment would cost this  year and what it would cost next year, helping your patients decide which option works best for them.

For example, Adrian Farmer has dental insurance with a $50 annual deductible and a yearly maximum individual benefit of $2,500. Unfortunately, because of major dental work at the first of the year, she has maxed out her insurance coverage. It's now November, and her wisdom teeth are bothering her. She's wondering what it would cost to have them removed before the year ends; or, if she should wait until next year when her insurance benefits renew.

You create a treatment plan to remove her wisdom teeth, and you generate two Treatment Case Reports, to show Adrian the difference in price.

This first report incorporates the Use Dental Plan Maximums and Deductibles option. Because her insurance is maxed out, this report shows that her insurance won't pay for the treatment, and she would have to pay the total cost.


This second report has turned off the Use Dental Plan Maximums and Deductibles option, so the report ignores the maximum benefit limit and deductibles owed. This allows you to show her the coverage breakdown for the procedures and gives her a ballpark estimate of what the insurance will likely pay, next year.


One simple change in how you set up the Treatment Case Report can give Adrian the information she needs to make an informed decision.

For more information about using his helpful option: