Treatment Planning Essentials for Managers

When patients visit your practice for an exam, they often end up with a list of diagnosed treatment needs. The Dentrix Treatment Planner helps your team organize proposed (or planned) treatment and present it to patients. To support your team, you need to keep fees and forms up to date and monitor key performance indicators.

In this course, you will learn how to perform essential Dentrix treatment plan management tasks like updating treatment plan fees, creating consent forms, and finding unscheduled treatment plans.

We recommend you also complete Treatment Planning Essentials for Teams so you can help your team members learn their Dentrix treatment planning responsibilities.

Take a Test and Earn a Certificate

Take the treatment planning test for managers to see what you know and how you can improve. When you pass the test, you’ll receive a certificate.

What Comes Next

Take Charting Essentials for Managers, pass the test, and earn the certificate.

When you earn both the Treatment Planning and Charting certificates, you’ll also be awarded the Dentrix Clinical Management Specialist certificate.

For more information about becoming a Dentrix specialist, visit www.Dentrix.com/Mastery.

Categories: Uncategorized