It’s close to the end of the year, and a patient comes in for a checkup. The dentist diagnoses the need for a root canal and crown on a posterior tooth. The patient’s insurance will cover part of the costs, but those benefits reset at the beginning of the year.

Your office fees will also change at the same time, based on current industry prices. You create the treatment plan with a cost estimate based on current prices, but you need to indicate that these prices are only good until the end of the year. How do you tell Dentrix Enterprise when a Treatment Plan Estimate expires or changes?

It’s easy if you set up an expiration date for the treatment plan estimate. With an expiration date set up, you can give your patients a window of time after the case is proposed to accept the case with the proposed fees. Setting an expiration date for a treatment case can be done on a case-by-case basis, and can also be set as a default for new treatment cases you create in the future.

How To:

1. From the Treatment Planner, select the desired treatment plan case.
2. Click the Supporting Information button in the Navigation panel.
3. In the Estimate Expires drop-down box, select the date when the estimate for the case will expire.

You can also set a default expiration date for all new cases relative to the current date, or at set intervals during the year.

To set a default estimate expiration date:

1. In the Treatment Planner, click the Settings button in the Navigation panel.
2. In the Default Settings for New Cases group box, expand the Estimate Expires drop-down list and select the desired option.

Additional Information

See the Adding supporting information to cases and Customizing Case Settings topics in the Dentrix Enterprise Help.