Using the Treatment Plan Toolbar

The Treatment Plan toolbar commands enable you to:

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.

Click to change the treatment plan group

Select a treatment plan item and click this button to change the assigned treatment plan group.

Click to delete the selected item(s)

Select a treatment plan item and click this button to delete it.

Click to build a SoftDent Case Presentation for the selected procedures

Select a treatment plan item and click this button to create a case presentation module presentation for it.

Click to change the treatment plan state

Select a treatment plan item and click this button to change the treatment plan state.

Complete primary treatment plan items

Click this button to indicate that all primary treatment plan items are complete. You are prompted to post the items.

Complete secondary treatment plan items

Click this button to indicate that all secondary treatment plan items are complete. You are prompted to post the items.

Complete tertiary treatment plan items

Click this button to indicate that all tertiary treatment plan items are complete. You are prompted to post the items.

Select a treatment plan item and click this button to indicate the item is complete.

Schedule Treatment Plan

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.

Re-Estimate Insurance

Select a treatment plan item and click this button to re-estimate insurance for the treatment plan.

KODAK SOFTDENT Electronic Eligibility Service

Click this button to check the insurance eligibility for the patient.

View Guarantor/Ins Info

Click this button to review guarantor information for the patient.

View Claim for Transaction

Click this button to review the claim submitted for a treatment plan procedure.

Submit Insurance

Click this button to submit a pre-authorization for a treatment plan group.

Outstanding Insurance

Click this button to review any open patient claim.

eClaim Status

Click this button to review the status of an electronic claim.

View Archived TP

Click this button to review an archived treatment plan transaction.