Manage Treatments

Treatments that have not yet been batched and/or submitted to insurance on a claim can be easily modified.

Note: Batched treatments that are ready for insurance submission must be unbatched before you can edit them. Submitted treatments must be rebilled after you make changes.

1. Select a listed record.

2. If necessary, right-click the treatment and select UnBatch Claim.

3. Make the necessary changes and click Modify.

If a treatment was entered in error and requires deletion, any payments or adjustments applied to it will be unallocated prior to deletion.

Important: Batched treatments that are ready for insurance submission must be unbatched before you can delete them.

1. Select a listed record.

2. If necessary, right-click the treatment and select UnBatch Claim.

3. Click Delete.

4. When prompted, click Yes to confirm your deletion.

When necessary, you can suspend in process treatments to prevent users from completing the treatment.

Example: A patient is not expected to return to complete an in process treatment.

If the treatment was suspended in error or the patient returns to the institution, you can also unsuspend in process treatments.

1. Select a listed record and complete one of the following:

• Right-click and select Suspend In Process Tx.

The treatment is suspended. An S displays in the Stat. column and on the upper pane next to the Status field.

• Right-click and select Unsuspend In Process Tx.

The treatment is unsuspended, and the S is removed from the Stat. column and the upper pane next to the Status field.

1. Select a listed record.
2. Right-click and select Show History to display the applicable window.

Note: One of the Ins. Payment History window, Adjustment History window, or Payment History window displays, depending on whether you select an insurance, adjustment, or payment record.

3. Select a listed record and review the fields as necessary.

Allocations are the list of payments and adjustments that have been applied to a selected record.

1. Select a listed treatment.
2. Right-click and select Show Allocations to display the Allocations window.



3. (Optional) To filter the listed records, select any of the following checkboxes:
• Patient Payments
• Insurance Payments
• Adjustments
4. Review the listed records.
5. (Optional) Complete any of the following:
• To separate the payment and adjustment amounts by line, select a record and click Expand.
• To view the history of an allocation, select a record and click History.
• To unallocate a record, select a record and click Unallocate.

When necessary, you can review financial warnings that are associated with a specific treatment. This allows you to address financial issues as necessary.

Note: Financial warnings associated with the treatment may also have displayed when it was approved.

Tip: Treatments that have a warning associated with them display Yes in the Warnings column.

1. Select a listed record.
2. Right-click and select Show Financial Warnings… to display the Financial Warnings window.



3. Review the warnings as necessary and click OK.

1. Select a listed record.
2. Right-click and select Print Estimate to display the Select Planned Treatments window.
3. Select the treatment you want to show on the estimate.

Tip: You can press Ctrl button to multi-select treatments or click Select All / Deselect All as necessary.

4. When ready, click OK to display the Estimate window.
5. Complete the fields as necessary and click Print.
• Dr: Click the ellipsis to select a provider from the Provider List window.
• File: Select the report you want to use from the drop-down.
• Copies: Enter the number of copies you want to print.
• Title: Enter a description for the estimate.

Example: Upper Composite Fillings

• Comment 1 / 2: Enter any comments you want to display on the print-out.
• Signatures: Select the Student, Instructor, and Patient checkboxes as necessary to indicate which signatures are required on the estimate print-out.

A preview displays for the signers to review.

6. Close the preview, and when prompted with the Patient Signature window, have the patient sign.
7. Click OK and when prompted, click Yes to print the estimate.

1. Select a listed record.
2. Right-click and select Estimate History to display the Estimate History window.
3. Review the records as necessary.
4. (Optional) Select a listed record and click View… to view the estimate.

1. Select a listed record, right-click and select Tx Consent History to display the Tx Consent History window.

Tip: To include deleted records, select the Show Deleted checkbox.

2. Select a listed record and review the fields as necessary.

When necessary, you can indicate that certain treatments are under dispute.

Example: A patient is not satisfied with the treatments they received and refuses payment.

Note: You can only dispute in process and completed treatments. Planned treatments have not occurred yet and cannot be disputed.

Tip: You should record the reason a treatment was disputed using a patient note.

A disputed treatment cannot be billed until the dispute is settled. Any associated treatment costs are excluded from the patient’s expected total but are still included in the accounts receivable. Once settled, you can take the treatment off hold and submit it on a claim or write off, if applicable.

1. Select a listed record and complete one of the following:

• Right-click and select Held in Dispute.

• Right-click and select Not in Dispute.

Note: Disputed records display in red text.

When necessary, you can assign a specific status to a planned, in process, or completed treatment.

Example statuses: Reactivated and Redo Procedure.

Note: The available statuses are configured by your institution during module setup.

1. Select a listed record.
2. Right-click and select Assign Tx Status to display the Assign Tx Status window.



3. From the Tx Status drop-down, select a status and click OK.

1. Select a listed record.

2. Right-click and select Add Student Eval to display the Add/Edit Evaluation window.

3. Complete the evaluation as necessary.

1. Select a listed record.

2. Right-click and select Print List.

3. Select the appropriate printer settings and click Select.