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1 In the patient's information window, click on the Patient Treatment Plans button in the toolbar. This will open a list of the patient's Tx plans.
2 Click Select in this window to bring up the Tx Plan editing window.
3 Click
in the toolbar of this window.
4 Enter the appropriate information.
5 Click
to save your changes.
1 In the patient's information window, click on the Patient Treatment Plans button in the toolbar. This will open a list of the patient's Tx plans.
2 Choose the plan to edit and click Select in this window to bring up the Tx Plan editing window.
3 Click
in the toolbar of this window.
4 Modify the appropriate information.
5 Click
1 In the patient's information window, click on the Patient Treatment Plans button in the toolbar. This will open a list of the patient's Tx plans.
2 Choose the plan to delete and click Select in this window to bring up the Tx Plan editing window.
3 Click
in the toolbar of this window.
Choose Administration » Planned Treatment » Treatment Plans.
This will bring up the Active Treatment Plans window, which lists all active plans. The individual entries can be sorted by clicking on the heading to sort by.
To view specifics on a certain case, either double-click on the item or choose it from the list and hit Select.
The Total column indicates how much the plan, including all procedures involved, will cost.
The Remaining column shows the cost of all the procedures that have yet to be completed.
The sum of the Total column is shown in the Total field at the bottom of the window, and the sum of the Remaining column is shown in the Remaining field.
1 In the Active Treatment Plans window, click on the second button from the left.
This will open the Tx Plan Analysis window.
2 Enter the dates to begin and finish counting into the Start Date and End Date fields.
3 Choose which provider's procedures to count (leave the field set to All to count every provider's procedures).
4 Once this information has been entered, click Start to begin counting.
When complete, the number of each type of procedure performed will appear under each heading. Under this number is the total charge for all procedures of this type.
For example, if the numbers 102 and 10231 appear under the General heading, then there were 102 general type procedures performed within the dates specified. The total charge for those procedures was $10231.
The total income from procedures performed in the specified interval appears under Total Amount.
To obtain a list of every single procedure performed, the number of times it was performed and the cost of the procedure, click the Detail button in the Tx Plan Analysis window.
If you wish to view a breakdown of only procedures of a single type, click on the heading that corresponds to the type. For example, to view a list of every single procedure involved in the time period that would be classified as miscellaneous, click on the Misc heading in the list.
To display the amount of insurance a patient has remaining to pay a treatment plan with, click on the rightmost button in the toolbar of the Active Treatment Plans window.
This opens the Unused Insurance Benefit Analysis window.
In this window, each patient with an active treatment plan is listed, along with the amount of insurance coverage they have left and the amount remaining in their treatment plan.
1 In the Unused Insurance Benefit Analysis window, enter the minimum amount that an entry must have to be displayed into the Min. Tx. Plan field.
2 Click
Build List in the toolbar.
1 In the Unused Insurance Benefit Analysis window, enter the minimum amount that an entry must have to be displayed into the Min. Insurance field.
2 Click
In the Unused Insurance Benefit Analysis window, click on the second button from the left in the toolbar. This will open the letter that will be sent.
