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Print patient proposalClick this button to select the destination for the treatment plan output. You can print the treatment plan, or preview it on screen.
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Sequence VisitsClick this button to launch the Sequence Visits window. Use the buttons on this window to prioritize the order of procedures over the course of multiple visits.
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Re-sort Visit #Click this button to sort the selected procedure by visit number.
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Tx contactsClick this button to launch the Tx Plan related contacts window. Use this feature to view all of the Contact Expert notes related to this patient.
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Update ins estimateClick this button to access insurance plan tables and update insurance estimates.
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Pri details and Sec detailsUse these buttons to access the Insurance Estimate Worksheets, where you can see the details of the patient's insurance coverage, such as total coverage, estimates and percentages, balances, and so forth.
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Add/Edit entriesClick this button to add entries to the plan or edit existing entries. You can do the same thing by clicking in any of the columns.
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Copy fromCllick this button to copy or move parts of the plan from one plan to another.
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Cancel entryClick this button to delete the selected procedure from the treatment plan. The status changes to Canceled on (today's date) so there is a permanent record of the cancellation.
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Submit ins Pre-DClick this button to change the status of the selected procedure to Waiting to print Pre-D. When you click Print insurance Pre-D, the correct procedures are printed on the form.
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Ins co approvedWhen you receive the pre-determination from the insurance company, select the procedure and click this button to enter the amount the insurance company agrees to pay.
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Select new planClick this button to access the Select treatment plan to view pick list so you can view another treatment plan or create a new treatment plan for the patient. This applies only to the charting view of the treatment plan.
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Entry performedClick this button to change the status of the selected procedure to Performed.