When you update a fee schedule, there will be situations where you either do or don’t want certain individual patient’s existing treatment plans to be updated too. Dentrix allows you to update treatment plan fees based on specific criteria. For example, you can update fees when patients change or add insurance; or, you can update expired fees, while other fees remain valid. And based on filters that you select, you can update fees for individual patients or groups of patients.
Watch this video to learn how to update treatment plan fees. (Duration 1:22)
Additional Tips
- You cannot update fees if a patient’s treatment plan is open on another computer. If this is the case, a message appears containing a log file with the patient’s name. If you need to update the patient’s fees, close the patient’s treatment planner on the other computer and then update the fees.
- To learn more about updating treatment plan fees, read Updating Fees for a Treatment Plan 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.) - Update treatment plan fees for all patients and providers for procedures dated before the first of last month.