Option to calculate/show discounts and write-offs on Treatment Plan
Add a column to the Treatment Planner that calculates and shows discounts or write-offs. Show credit adjustments as part of the treatment plan (cash discounts). Wants to be able to see adjustments as part of the treatment plan financing without adding the adjustments to the patients account until the treatment plan is completed--should have option to post automatically when the treatment plan is completed. Add options for the Treatment Planner to calculate discounts and taxes (similar to the Ledger, Enter Tax / Discount option). For calculating, there could be options for "Selected Procedures" for "Selected Case" or "Selected Visit". There should be options for any adjustments for the treatment plan to be included when the the treatment plan is printed, on the related reports. Offices have asked to be able to show discounts in the Presenter.
Guest
I find it sad that this request is dated 7/9/19, shows it is under future consideration, today is 1/21/22 and this has still not been done. This should be a simple coding process. Allow us to include our Standard fees in the patient file AND add a second insurance fee schedule for patients that we are in network with. Subtract to calculate the write off. We already can include our fees and the Delta fees (for example) on a treatment plan. Show the write off AND have the system calculate the patient portion against the insurance fee, instead of Standard fee, where applicable. The patient portion would be accurate, and it would show correctly when the patient maxes out. Apparently, Eagle Soft already has this. It seems like a no brainer.
YES please! I will not be happy to use Dentrix until this occurs. The treatment plans are horribly inaccurate if you are doing the write off method. The patient's benefits max out way too quickly and patient portions are not accurate. I know Dentrix probably would recommend using fee schedules then, but some of our insurances do not require a write-off once the patient maxes out. So I still like to use our office full fee. Please please please implement this. I would be happy to speak to someone from Dentrix to explain in more detail how important this is.
DentrixAscend ALREADY does this!!!!! This is just asinine! This needs to be added like yesterday. It is completely time consuming to have to guess estimate what a patient will truly owe you at time of service. This absolutely takes to much labor of man power when the software should be designed to calculate this!!
This is beyond frustrating that Dentrix does not support the write offs to show on the treatment plan. Here is our dilemma: If we use the write off method, we have to post adjustments to the ledger. These write offs are lumped in with the Primary column on the treatment plan. For example, if our fee is $150 and insurance pays $100, then we post a $50 write off. Our treatment plan will show that insurance pays $150, which then maxes out the patient too early in a larger treatment plan. Then the rest of the plan is inaccurate and the patient's total is completely off. If I do a fee schedule, my insurance does not require me to charge the contracted rate, so when the patient meets maximum, the allowable fee is on the treatment plan and not our full office fee.
Please please please, allow write offs on the treatment plan. It is so such a headache and unprofessional to have to calculate all the numbers by hand and write on the treatment plan. This is a big enough issue that it honestly warrants a switch in practice management softwares. The treatment plan feature is so important for dental offices. Please implement this.
This is a LONG over due update. Other software providers have had this option for the last +15 years. (Practice Works) It is such a waste of man power to have to figure out the difference by hand. PLEASE make this happen !!
Yes please! For the patient to be able to clearly see the actual estimated payment coming from the insurance company AND the adjustment that we have to make based on our contract with the carrier is a huge plus. Also it has been mentioned in the comments...having the option to clearly show any personal courtesies not related to insurance. I am a relatively new user to Dentrix and this is definitely s sore subject with me. Our previous software (Dental Vision) had an excellent treatment planner with columns showing the office fee, the PPO UCR, insurance adjustments, estimated portion for patient and insurance payments, and personal courtesies. It was crystal clear in the printout. There was also an area that we could type in miscellaneous notes on the tx plan too. No need to white out and/or hand write anything. Please take these suggestions seriously!! Thank you
*Dentrix Techs* please refer to case number 439368!!
100% agreed!! I'm not sure if it's the same for everyone but the write off based on our inputted fee schedule is included on the treatment plan under the "Estimated Insurance Payment", which also takes away from the patient's maximum remaining. We just had a patient that has 100% coverage for crowns and even though she really has enough insurance maximum to cover it Dentrix calculates the write off in the insurance payment and "maxes" her out faster causing the printout to show that the patient has an estimate due. When we had to explain to this patient (and many others) that our computer doesn't calculate it correctly and we have to hand-write the accurate number and cross out inaccurate number it makes us look unprofessional! VERY FRUSTRATING. There should be a column for write off's that is separated from "estimated insurance payment" so that it doesn't deduct the write off from the patient's remaining maximum like it does now. PLEASE REVIEW AND IMPLEMENT ASAP!!!
This is a NO BRAINER and cant believe its not an option, every patient that has an adjustment should be able to see that on the sheet they are signing, it protects the Patient and the Practice! Should never have been designed without that option in the first place and this is one of the longest standing softwares out there, this should not be a Future Consideration, this should be implementation right now. Other newer dental softwares have this option already.
This is a NO BRAINER and cant believe its not an option, every patient that has an adjustment should be able to see that on the sheet they are signing, it protects the Patient and the Practice! Should never have been designed without that option in the first place and this is one of the longest standing softwares out there, this should not be a Future Consideration, this should be implementation right now. Other newer dental softwares have this option already.
This would be amazing!
I have heard eagle soft has this option from a staff member who had used it prior to our office and hates that we don't have this.
This would be VERY convenient. I dislike having to write out courtesy's on the TP.
OMG YES please!!!! our current method is to handwrite on the treatment plan, scan into the doc center and hope that the adjustment is later posted when checking in surgery patients. Would be wonderful to have a way to post to the treatment plan the adjustment and then post to the appointment so when post set complete it will post to the ledger without manually having to reenter it. Thank you.
In addition to this, it would be great if you could apply any credits the patient has on their account.