| HOW DO I...? |
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WORKING WITH PLANNED TREATMENT
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LIST ALL RECALL PATIENTS
1 Choose Administration » Planned Treatment » Recall.
This will open the Select recall: window, which will allow you to quickly view all patients who are to be notified of their recall.
2 To see which patients are to be notified on any date, either click on the Call heading in the list or select Call date from the Rebuild... menu on the bottom left of the window.
Both will cause the list to be sorted by the date to apprise the patient of their next appointment. All patients who should be notified on a certain date will be grouped together.
3 Double-click on an entry in the list to bring up the recall information for the selected patient.
ENTER A NEW TREATMENT PLAN
1 In the Patient Information window, click on the 
Treatment Plan button. This will bring up a list of treatment plans.
2 In this list, click on the Select button to bring up a Tx Plan entry for that patient.
3 Click on the 
button to begin a new treatment plan.
4 Choose a fee guide from the choices presented.
5 Enter the procedure(s) involved, one by one, into the fields in the middle of the window.
6 Enter the diagnosis in the appropriate field.
7 Enter any notes into the Notes field.
8 Choose the status of the treatment plan (Accepted, Partially Accepted, Considered or Not Accepted) from the options list at the top right hand side of the window.
9 Click 
to finalize your changes.
EDIT A TREATMENT PLAN
1 In the Patient Information window, click on the Treatment Plan button. This will bring up a list of treatment plans.
2 In this list, choose the treatment plan to edit and click on the Select button to bring up a Tx Plan entry for that patient.
3 Click on the 
button.
4 Modify the information as required.
5 Click to finalize your changes.
VIEW A LIST OF ALL ACTIVE TREATMENT PLANS
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.
VIEW HOW OFTEN PROCEDURES ARE USED IN TREATMENT PLANS
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.
VIEW A MORE DETAILED BREAKDOWN OF PROCEDURES USED IN TREATMENT PLANS
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.
FIND OUT HOW MUCH INSURANCE REMAINS IN A TREATMENT PLAN
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.
FIND OUT HOW MANY PATIENTS HAVE MORE THAN X DOLLARS LEFT IN A 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.
FIND OUT HOW MANY PATIENTS HAVE MORE THAN X DOLLARS OF INSURANCE LEFT
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 Build List in the toolbar.
DISPLAY THE LETTER TO REMIND PATIENTS OF REMAINING TREATMENT
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.
