Once you create treatment-plan cases for a patient, you can print and present to the patient a Treatment Case Report that has the treatment cases that you created. The report lists case treatments, any assigned visits, and cost estimates for each case. You can also customize the report to fit the needs of your practice and your patients.
Watch this video to learn how to print a treatment case to present to a patient. (Duration 1:29)
Additional Tips
- Here is an example of a treatment case printout:
- To add an expiration date to a treatment case, select the case in the Treatment Planner and click the Supporting Information button. From the Estimate Expires drop-down menu, select the date that the treatment estimate will expire. The default expiration date is three months from when the case was initially created, but it can be changed as needed.
- To learn more about printing a treatment case to present to a patient, read Printing Treatment 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.) - Generate Mary Brown’s treatment plan with the default settings, but remove her Social Security number.