When a patient has an extensive treatment plan, you can organize the individual procedures within a case into visits. By ordering the procedures within the treatment plan, you can make it easier for the patient to understand the treatment and to schedule procedures in the order they need to be completed.

For example, let’s say you have a patient whose treatment plan includes a root canal and crown on tooth 30, and two fillings on anterior teeth. You can assign these procedures to different office visits based on when the procedures need to be completed. Tooth 30 needs immediate attention, so you want the first visit to include the procedures for the root canal and the crown build-up, the second visit to include the procedure for the crown placement, and the third visit to include the fillings.

How To

  1. In the Treatment Planner, expand the treatment plan case that contains the procedures to be assigned into visits.
  2. Select the procedure(s) to be included in the first visit and click the Create Visit button.
Treatment Plan Case without visits
  1. Repeat step 2 for procedures to be assigned to the next visit. As visits are created, the number of the visit increases chronologically.
Treatment Plan Case with visits assigned

Additional Information

  • After you have ordered procedures by visit, you can make edits to the different visits as needed. Right-click the procedure(s) you want to change, and select an appropriate Move to Visit option from the list.
  • To remove a visit from a procedure, right-click the procedure and select the Delete Visit option, or select the procedure and click the Delete Visit button .
  • 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 2, Dentrix Enterprise assumes that the procedures in visit 3 will not be covered by insurance. So insurance estimates may vary depending on how you arrange procedures within visits.
  • View the Ordering procedures by visit Help file to learn more about this feature.
  • Watch the Ordering Procedures by Visit Essentials video to learn more about this feature. To access the full suite of Dentrix Enterprise Essentials courses, visit the Dentrix Enterprise Resource Center. These training courses are included with your Dentrix Enterprise Customer Service Plan.