Sometimes a course of treatment requires multiple visits. For example, a patient could have a root canal performed and a temporary crown placed on the first visit and then the final crown seated on another visit. When more than one visit is required to complete a treatment plan case, you can organize the procedures in that case into visits, so you know which procedures will be done in each visit.
Notes:
Dentrix Enterprise bases insurance estimates for treatment cases on the assigned visits. Dentrix Enterprise assumes that the procedures in visit 1 will be covered by insurance first, and then the procedures in visit 2, and so forth. If patients meet their maximum in visit 3, Dentrix Enterprise assumes that the procedures in visit 4 will not be covered by insurance. So insurance estimates may vary depending on how you arrange procedures within visits.
Assigning treatment-planned procedures to visits requires the "Treatment Plan, Edit" security right.
To order procedures by visit
In Treatment Planner, in the Treatment Plan Case Setup section on the Navigation panel, open the folder of a treatment plan case with procedures to assign to visits.
Select the procedures that will be completed in one visit.
Note: To select multiple procedures, click a procedure, and then, while pressing the Ctrl key, click the other desired procedures.
Right-click one of the selected procedures, and then click Create Visit to create the first visit and assign those procedures to that visit.
If applicable, do one of the following:
If the Password - Treatment Plan, Edit dialog box appears, user verification has been assigned to the "Treatment Plan, Edit" task. Do one of the following:
If your user account has been granted the "Treatment Plan, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Treatment Plan, Edit" security right, have a user with permission temporarily override this restriction so you can assign treatment-planned procedures to a visit this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Plan, Edit" security right. To have a user with permission temporarily override this restriction so you can assign treatment-planned procedures to a visit this one time, do the following:
On the message, click Yes.
In the Password - Treatment Plan, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The visit number is displayed next to the procedures.
Repeat steps 2-4 for all subsequent visits.
As visits are created, the number of the visit increases (1, 2, 3, and so forth).
Note: You
can delete a visit number that has been assigned to a procedure by selecting
that procedure and then clicking the Delete
Visit button 
.