Charting Treatment Plans > Using Treatment Planning Tab Toolbars
The Treatment Plan toolbar commands enable you to:
Delete
Accept
Reject
Switch treatment groups
Complete treatment plan items
Build a case presentation module presentation
Schedule an appointment
Print the treatment plan
Re-estimate insurance
View online eligibility for the patient
To add a button to the toolbar, see Customizing Toolbars.
Click the icon for the description of the Treatment Plan toolbar buttons.
Select a treatment plan item and click this button to switch the item from one treatment plan to the other. |
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Select a treatment plan item and click this button to change the assigned treatment plan group. |
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Select a treatment plan item and click this button to delete it. |
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Select a treatment plan item and click this button to create a case presentation module presentation for it. |
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Select a treatment plan item and click this button to change the treatment plan state. |
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Click this button to indicate that all primary treatment plan items are complete. You are prompted to post the items. |
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Click this button to indicate that all secondary treatment plan items are complete. You are prompted to post the items. |
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Click this button to indicate that all tertiary treatment plan items are complete. You are prompted to post the items. |
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Select a treatment plan item and click this button to indicate the item is complete. |
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Select a treatment plan item and click this button to display the Treatment Planning Scheduling window. From this window, you can schedule an appointment for the procedure. |
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Select a treatment plan item and click this button to re-estimate insurance for the treatment plan. |
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Click this button to check the insurance eligibility for the patient. |
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Click this button to review guarantor information for the patient. |
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Click this button to review the claim submitted for a treatment plan procedure. |
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Click this button to submit a pre-authorization for a treatment plan group. |
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Click this button to review any open patient claim. |
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Click this button to review the status of an electronic claim. |
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Click this button to review an archived treatment plan transaction. |