Setting up a Treatment Manager view

Before you can use the Treatment Manager, you must first set up a view. With the View Setup dialog box, you can filter out certain accounts so that only the accounts you want to contact display. Once you have selected your view options, you can choose what account information you want to display in the Treatment Manager list.

To set up a Treatment Manager view

1.   In the Appointment Book, click Options, and then click Treatment Manager.

The Treatment Manager View dialog box appears.

2.   Select a patient or set a range of patients.

Note: Setting a range of patients filters the list alphabetically and can be useful if you have a very large patient base and want to limit the list size for ease of use. You can work one week on the A – J names, the next week you can work on the K – S names, and so on.

3.   Do one or more of the following:

·        Select Billing Type – Select a billing type.

By default, all billing types are included on the list. To select multiple billing types, press the Ctrl key, and then click each billing type you want to include.

Note: If you are filtering the list by billing type, you can select up to 10 billing types at a time. If you have more than 10 billing types, click All Billing Types or divide the billing types into groups of 10.

·        Select Patient Prov1 – Select a provider.

The Select Patient Prov1 list refers to the patient’s primary provider entered in the Family File. To select multiple providers, press the Ctrl key, and then click the providers you want to include.

Note: If you are filtering the list by provider, you can select up to10 providers at a time. To include all providers, select All.

·        Treatment Plan – Enter a range of dates using the Dated From and To fields.

You can filter patients based on when you entered their treatment plan. Only patients with treatments planned between those days appear on the list.

·        Min TP Total – Enter the minimum dollar amount that a patient must have in treatment-planned work to appear on the list.

·        Min TP Ins Est – Enter the minimum dollar amount that a patient’s total treatment plan insurance estimate must be equal to or exceed to appear on the list.

·        Procedure Code – To enter a range of procedure codes, click Search.

Only patients with the specified procedures in their treatment plans will appear on the list.

4.   To filter the Treatment Manager view according to next appointments, under Next Appt, enter a date range.

Only patients with scheduled appointments within the date range will appear on the list.

a.   To include all patients regardless of the reason for their scheduled appointment, select Appt Reason: All; otherwise, do the following:

·        With TP – Click if the patient’s next appointment has at least one treatment-planned procedure.

·        With CC – Click if the patient’s next appointment is attached to Continuing Care.

·        Both TP & CC – Click if the patient’s next appointment is attached to Continuing Care and has at least one treatment plan.

b.   To include all patients regardless of the type of their next scheduled appointment, click Appt Type: All.

Note: If one or more items are selected, patients must have the selected Appointment Types for their next appointment to appear on the list.

5.   Under Unscheduled Appts List, select one of the following options:

·        All – List all patients regardless of whether or not they have an unscheduled appointment.

·        With appts on list – List only those patients who have an unscheduled appointment.

·        Without appts on list – List only those patients who do not have an unscheduled appointment.

6.   To list specific age groups, under Patient Age, enter a starting age and an ending age.

Only patients between those ages will be included on the list.

7.   To list all patient statuses, under Patient Status, select All; otherwise, do the following:

·        Patient – Click to restrict the list to patients.

·        Non-Patient – Click to restrict the list to non-patients.

·        Inactive – Click to restrict the list to inactive patients.

8.   To list patients whose last manual office journal entry was before the date you specify or patients who do not have an existing office journal entry, under Office Journal, select Previous Entry Before and type the appropriate date in the text box.

9.   Under Insurance, click or select one or more of the following options, as appropriate:

·        Insurance Coverage: All – (Default) List patients regardless of whether they have insurance coverage or not.

·        No Insurance – List patients with no insurance coverage.

·        Primary – List patients with a primary dental insurance carrier only.

·        Secondary Insurance – List patients with secondary dental coverage only.

·        Primary w/o Secondary – List patients with a primary dental carrier and no secondary carrier.

·        Any Medical Insurance – List patients with primary medical and secondary medical insurance (or only primary).

·        Recalculate Insurance Estimates – (Default) Clear the check box if you do not want Dentrix to recalculate insurance estimates.

Note: To select more than one item at a time, press the Ctrl key and then click each item that you want to include.

10. To set a renewal range for a patient's primary insurance benefits, under For Patients with Primary Dental Insurance, in the Benefit Renewal From and To boxes, enter a range of months.

A patient’s primary insurance benefits must renew in the month range you specify to be included on the list.

·        Min Benefit Rem - Type the minimum dollar amount patients must have in remaining insurance benefits for the year to be included on the list.

·        Insurance Carrier - Enter a range of insurance carriers. Patients must be covered by a carrier within the specified range in to be included on the list.

11. To set a renewal range for a patient's secondary insurance benefits, under For Patients with Secondary Dental Insurance, in the Benefit Renewal From and To boxes, enter a range of months.

A patient’s secondary benefits must renew in the month range to be included on the list.

·        Min Benefit Rem - Type the minimum dollar amount that the patient must have in remaining insurance benefits for the year to be included on the list.

·        Insurance Carrier - Enter a range of insurance carriers. Patients must be covered by a carrier within the specified range to be included on the list.