Treatment Planner overview  

The Dentrix Treatment Planner bridges the gap between doctor and patient by providing patients with easy-to-understand treatment options. When used in conjunction with the Dentrix Presenter, the Treatment Planner provides powerful case presentations.

When you open the Treatment Planner for the first time, Dentrix places the selected patient's entire treatment plan in the default treatment plan case and displays it in the Treatment Plan Case Setup panel. You can set up additional cases and visits in this panel, and view detailed treatment and insurance information using the navigation panel. Dentrix also lets you group procedures in a treatment plan case by visit or organize them by case, providing patients with different treatment options.

To learn more, click the following links:

The Treatment Planner window

Starting the Treatment Planner

View options

Treatment-planned procedures

Treatment plan case setup

Consent forms

Viewing insurance information and estimates

Updating fees for a treatment plan

Supporting information

Printing Treatment Planner reports

Viewing insurance notes

Dental savings plans

Starting the Dentrix Presenter