Currently, treatment plan acceptance in Dentrix is tracked at the case level. While this works for some situations, it limits flexibility when a treatment plan contains multiple types of procedures, such as routine exams/prophys mixed with restorative or higher-value procedures (fillings, crowns, implants, orthodontic work).
The challenge:
When marking a case as “Accepted,” all procedures within that case are considered accepted.
There is currently no way to accept only specific procedures within a case while leaving others as proposed or declined.
To work around this, offices must create multiple “alternate cases,” which can be cumbersome and impractical in many workflows.
Proposed solution:
Allow procedure-level acceptance, where individual procedures within a case can be marked as Accepted, Declined, or Proposed.
This would give practices the ability to track acceptance of higher-value or optional procedures independently from routine or lower-value procedures.
Case acceptance reports could then accurately reflect accepted procedures without requiring multiple cases for a single patient.
Benefits:
Streamlines tracking of case acceptance without creating multiple alternate cases.
Provides more accurate data for case acceptance reports.
Reduces administrative burden on front office and clinical staff.
Improves the usability of Dentrix for practices that routinely propose mixed treatment plans.
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