Stephen Reeder

SoftDent: Setting Up Treatment Plans

Discussion created by Stephen Reeder Employee on Apr 15, 2016

To set up a treatment plan:

  • Select an option:
    • In the Patient List window:  Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.
    • In the Patient window:  Select Treatment Plan from the Options section of the Express bar or the Options menu.
    • In the patient Transactions window:  Select Treatment Plan from the Options section of the Express bar or the Options menu.
    • In the InOffice window:  Select the patient and select Treatment Plan from the Options section of the Express bar or the Options menu.
  • The Treatment Plan List window is displayed.
  • Click Add on the toolbar. The Treatment Plan window is displayed.
  • Select the treatment plan type from the Type drop-down list.
  • Select the procedural code from the Code drop-down list and press Tab. The code description and fee are displayed in the appropriate fields, and the insurance totals are calculated and displayed.
    • NOTE:  If the Diagnostic Codes fields are enabled, you are entering a medical procedure code, or the Use Diagnosis Codes field is selected in the Insurance Plan Claim Filing window.
  • If the procedure requires a tooth, quadrant, or surface; select the information from the Tooth or Surface drop-down lists. These fields are enabled only if required by the procedure.
  • Select the doctor from the Dr drop-down list. The default value of this field is the treating doctor specified in the common area of the patient record.
  • Use the Group field for grouping treatment plan procedures. All treatment plan procedures default to group 1. You can schedule 12 procedures per appointment.
    • NOTE:  Do not add more than 12 procedures to any group. Enter a new group number if you cannot schedule all treatment plan work in one appointment.
  • Select the procedural acceptance state from the drop-down list in the State field.
  • If the procedure is not covered by the patient’s insurance, deselect Insurable. No claim can be associated with this procedure.
  • If the patient is not using the year to date estimation for the procedure, select Do not use YTD estimation.
  • Click OK. The Treatment Plan window is displayed.
  • To enter the same treatment plan item again, select DITTO from the Options section of the Express bar. The information for the previously entered transaction is displayed.
  • Make the appropriate changes to the transaction, and click OK. The Treatment Plan window is displayed.
  • After you enter all procedures for this treatment plan, click Close twice.
    • If Do not process is selected from the Insurance/Walkout/Appointment questions after transaction screen drop-down list in the General System Settings window:  The Treatment Plan Scheduling Wizard window is displayed. To schedule the treatment group, click OK. The Treatment Plan Scheduling window is displayed. Click OK, select the appropriate information, and click Close.
    • If Automatically process is selected from the Insurance/Walkout/Appointment questions after transaction screen drop-down list in the General System Settings window:  The Treatment Plan Scheduling Wizard window is displayed. To schedule the treatment group, click OK. The Treatment Plan Scheduling window is displayed. Click OK, select the appropriate information, and click Close. The Submit Pre-Auths window is displayed. Enter the appropriate information, and click OK. The Transaction Submission window is displayed. Select the appropriate dates, and click OK. The Claim window is displayed. Enter the appropriate information, and click OK. The patient Appointments window is displayed. Schedule the appointment, and click OK. A message that asks you whether to print a walkout statement is displayed. Select the appropriate option, and click OK.
  • If Ask to process is selected from the Insurance/Walkout/Appointment questions after transaction screen drop-down list in the General System Settings window:  You can select one of the following options:
    • Submit Insurance: Select this option, and click OK to display the Transaction Submission window. In this window, you can specify a date range for claims to be submitted. If the patient does not have insurance, this checkbox is disabled. For more information, see Submitting Dental Claims and Submitting Medical Claims.

    •  

      Schedule Appointment: Select this option, and click OK to display the Daily Appointments window. In this window, you can schedule a follow-up patient appointment.

    •  

      Print Walkout Statement: Select this option, and click OK to display the Output Options window. In this window, you can select an option to print the statement.

Outcomes