When you create a treatment plan for a patient, there may be separate treatment options for the same condition. For example, a cracked tooth could have one treatment option for a porcelain onlay and another option for a crown. By linking alternate cases, when the patient accepts one option, the other is automatically rejected because they are linked together.
Watch this video to learn how to link alternate cases. (Duration 0:59)
Additional Tips
- You can also right-click one of the cases and select Link Alternate Cases.
- The recommended case is the treatment alternative that you believe provides the best care for the patient’s dental condition. It is the option that you would recommend to the patient.
- Only the treatment-planned procedures within the recommended case display in the Chart, which means that when you view a patient’s treatment procedures, you only see the option for the recommended case. Changing the recommended case will change which procedures paint on the Chart.
- To set a recommended case, right-click the desired case and select Set as Recommended Case.
- A linked case cannot be the patient’s default case. If you link a new case to the default case, Dentrix will automatically create another treatment case and designate it as the default case.
- Occasionally, you may make a mistake when linking cases and will need to unlink those cases. To unlink cases, select one case, click the Link Cases button, and then select Unlink Selected Case.
- To learn more about linking alternate cases, read Linking Alternate Cases in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - To complete this exercise, you will need to perform the following tasks:
- Post treatment-planned procedures for a patient.
- Create treatment cases for the procedures (at least two separate cases).
- Link the treatment cases together, and set one case as the recommended case.