Option to calculate/show discounts and write-offs on

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
Jul 9 2019
Future consideration

Ledger / Treatment Plan

Comments (110)
Votes (1177)

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Guest commented

20 Oct, 2020 01:18pm

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.

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Guest commented

20 Oct, 2020 01:17pm

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.

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stephanie Diaz commented

27 Aug, 2020 05:12pm

This would be amazing!

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Amy Jankowski commented

24 Jul, 2020 01:56pm

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.

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Denine Rice commented

22 Jun, 2020 04:11pm

This would be VERY convenient. I dislike having to write out courtesy's on the TP.

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Michelle Practice Administrator commented

22 Jan, 2020 08:16pm

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.

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Guest commented

24 Jul, 2019 04:35pm

In addition to this, it would be great if you could apply any credits the patient has on their account.

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Robert Gregg DDS commented

9 Jul, 2019 04:47am

THESE IDEA'S AND IMPROVEMENTS ARE GREAT BUT TREATMENT PLAN RUNS TO SLOW AND NEEDS TO BE EASIER TO OPERATE.

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Jennifer Alexander commented

9 Jul, 2019 04:47am

This goes along with the idea of attaching adjustments to specific procedures in the ledger, which was also suggested. Great idea!

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Denise commented

9 Jul, 2019 04:47am

Dr. wants to be able to show and manually change a patient's fee in a column next to the column provided with the coordinating fee schedule. example Service U/C fee patient pays Resin 2 surface posterior $221.00 $79.00

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Troy Walton commented

9 Jul, 2019 04:47am

I think this calculation would be ideal in the coverage table. For example, have a column with office fee and column with insurance allowable. The percentages could be determined from allowable and have the ability to calculate write off and show it to the patient. It would also be helpful the have a column in the coverage table to show what insurance would owe and what the patient owes in another column.

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Guest commented

9 Jul, 2019 04:47am

It would also be very beneficial if on statements and walk-out statements an explanation could print like "Claims are submitted with our office fees, however we have charged your account based on contracted fees with your insurance carrier."

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zach brumbach commented

9 Jul, 2019 04:47am

I want to keep track of my adjustments/write offs and also be able give a patient an accurate estimate as a result of a PPO insurance contract. You just need to add a column in the Treatment Planner that calculates the estimate based on the PPO fee schedule. At this time you can not do both.

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Office Manager commented

9 Jul, 2019 04:47am

This is a must have!!! Another software I used to work with had allowance tables that attached to an insurance plan so when a treatment plan was entered the allowed charge, write off and accurate patient portion were printed on the treatment plan!!! No more hand writing on TX plans Dentrix !!! PLEASE

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Office Manager commented

9 Jul, 2019 04:47am

This is really essential for those of us who are in a PPO. Presenting the treatment plan is time consuming when you have to figure the write off for each procedure, mark it out on the treatment plan, and handwrite in the patients actual owed amount..Not to mention treatment plans look very unprofessional when they have to have so much marked out. Dentrix really needs to look at this and put in on their "under review" list.

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Anonymous commented

9 Jul, 2019 04:47am

Being able to show the treatment plan at the office's full fee and show accurate insurance estimates based on the insurance fee schedule is HUGE!!!! A few additional fields need to be added-the insurance "allowable" fee and the "write-off" column.

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Guest commented

9 Jul, 2019 04:47am

Our walk outs are so confusing because the system doesn't calculate the correct way. I belive there is a way to do this but it doesn't seem very clear in the Dentrix instructions with the fee schedules vs the payment tables. I always want my patients to know OUR full fee and what we are adjusting off for belonging to thier PPO.

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Brittany commented

9 Jul, 2019 04:47am

I agree it would be most beneficial to have a seperate column in the coverage table that we would be able to add our allowable fee with the different insurance companies. I would also like allowable fee to show up on the dental insurance claim screen in the ledger under estimated insurance portion. That way I can track when the insurance pays on the claim that the insurance is giving me the correct write off amounts. It would be great to have it print out on the patients statements so they can understand where out calculations are coming from. PLEASE DO THIS UPGRADE!!!

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Ann commented

9 Jul, 2019 04:47am

And....fields should be able to be manipulated by the user. Also a field for "Allowances" for insurance companies that practices participate with.

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Anonymous commented

9 Jul, 2019 04:46am

I agree. This would allow us to more accurately quote a patient's estimated balance. Currently, the difference between the office fee and the insurance contract fee is pushed into the patients estimated portion which is inaccurate and can add up to hundreds of dollars that we have to refund or credit to their account.

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