Treatment Planning

Understanding Treatment Plan List Window Options

You can:

• Schedule an appointment

• Change acceptance

• Print the treatment plan

• Re-estimate insurance

• Access the SoftDent case presentation module

In this window, you can view:

• Electronic insurance eligibility

• Patient guarantor

• Claim status information

The commands available from the Options section of the Express bar or the Options menu when using Enhanced Workspace are:

• Submit Ins:Displays the Submit Pre-Auths window. Use this window to start the insurance submission process. Enter the information to submit an insurance claim.

• Outstanding Ins:Displays the Claim List window. A list of all open claims for the patient is displayed.

• Claim Status:Hides the Charges, Ins Amt, and Patient columns in the Treatment Plan List window. The Amount, Est Ins, and Claim columns are displayed in the window. Pre-authorizations are indicated by an Au next to the claim number. You can view claim status information when these columns are displayed. To hide these columns and display the Charges, Ins Amt, and Patient columns, select the command.  

• Eligibility:This command is enabled only if you use eVerifications insurance eligibility.

• eClaim Status:This command is enabled only if you use eClaims.

• Change State:Changes the treatment plan acceptance state. See Changing Treatment Plan Acceptance States.

• Print Treatment Plan:Displays the Patient Treatment Plan Report window. Use this command to print treatment plan group information. See Printing Treatment Plans.

• Guarantors:Displays the Patient Guarantor window. Use this command to view and update patient guarantor information.

• View Claim for Transaction:Displays the Claim window. Use this command to view the claim information for the treatment plan item.

• View Archived TP:Displays all declined and completed treatment plan procedures for the patient.
   

• Schedule Appointment:Displays the Treatment Plan Scheduling window. Use this command to schedule an appointment to perform the treatment plan procedure or the procedural group. See Scheduling Treatment Plans.

• Appt Book:Displays the Daily Appointments window. Use this command to view, schedule, and cancel patient appointments.

• Re-estimate Insurance:Recalculates the insurance estimates and patient benefits based on the used and unused benefits. Use this command if treatment plan items were originally calculated after the patient exhausted yearly plan benefits, and the benefits become available.

• Case Presentation Module:Displays the SoftDent Case Presentation Module List window.

• Post:Posts the selected treatment plan procedure.

• Post Group:Posts all of the procedures for the treatment plan group number you indicate.

• DITTO:Displays the Treatment Plan window. When the window is displayed, the information for the last entered transaction is displayed.

• MedVisor:Starts the MedVisor software. This command is enabled only if you have installed the MedVisor software.